Southeast Financial Services
Financial Services • 
Greensboro, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 101 S Elm St, Suite 220, Greensboro, North Carolina 27401, US |
| Phone number | +13362753655 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investments, Life Insurance, Financial Planning, Retirement Plans |
| Founded | 1991 |
| Employees | 1-10 |
| Socials |
Key Contacts at Southeast Financial Services
Daniel Billings
Principal/Director Of Financial Planning
Alice Lacan
Director Of Operations
Southeast Financial Services Email Formats
Southeast Financial Services uses 2 email formats. The most common is {first initial} (e.g., j@sfs-inc.net), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sfs-inc.net | 50% |
{first name} | john@sfs-inc.net | 50% |
About Southeast Financial Services
Headquartered in Greensboro, NC, Southeast Financial Services, Inc. is a privately held financial planning firm that has been serving clients all over the country since 1991. We offer a customized experience by matching your vision with creative strategies. Representatives offers products and services using the following business names: Southeast Financial Services, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC/AAS are not affiliated with Southeast Financial Services, Inc. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC/AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC/AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid/unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future. results.
Southeast Financial Services revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Southeast Financial Services has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Southeast Financial Services has never raised funding before.
Southeast Financial Services Tech Stack
Discover the technologies and tools that power Southeast Financial Services's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
JavaScript libraries
Maps
WordPress themes
Page builders
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Singapore
Saudi Arabia
Frequently asked questions
4.8
40,000 users
