Proximity at a glance

Established

Co-founders


Headquarters


Contact


Email

Fee structure

 

 



Securities offered through

December 2007

Patrick W. Simpkins
Stephanie Baines Bowens

5400 Trinity Road, Suite 305
Raleigh, North Carolina 27607-6001

Phone: 919-720-4806
Fax: 919-720-4811

info@proximityfp.com

Customer preference:

  • Fee-only consulting and planning services, including hourly
  • Commission-based investment


Triad Advisors Inc.,
a Broker/Dealer SEC Registered
Investment Advisor and member, FINRA/SIPC
5185 Peachtree Parkway
Norcross, Georgia 30092