Pendleton Financial Employee Directory

Pendleton Financial corporate office is located in 2607 Oberlin Rd Ste 100, Raleigh, North Carolina, 27608, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Finance

1

Sales

1

Operations

1

C-Suite

1

Pendleton Financial CEO

GP
United States flag for contact location.
Gray PendletonChief Executive Officer & Investment Officer
PhonePhoneEmailEmail
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Key Employees of Pendleton Financial

Pendleton Financial Global Presence

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North America1-10

Index of contact profiles from Pendleton Financial

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Pendleton Financial

Explore people who held key positions, contributed to Pendleton Financial's success, and advanced their careers.

  1. Financial Advisor at Ameriprise Financial

    Worked as Financial Planning Intern

    at Pendleton Financial (2019-2020)

    email Matthew Costigan Email direct Matthew Costigan Direct

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People from Similar Companies in the Finance Industry Located in North Carolina, United States

Frequently Asked Questions Regarding Pendleton Financial Employees

How many employees does Pendleton Financial have?
Pendleton Financial has 1-10 employees
Who is the CEO of Pendleton Financial?
Pendleton Financial’s CEO is Gray Pendleton
Who are Pendleton Financial key employees?
Some of Pendleton Financial key employees are Caroline Pendleton, Diane Leighton
Where is Pendleton Financial located?
Pendleton Financial’s headquarters are located at 2607 Oberlin Rd Ste 100, Raleigh, North Carolina, 27608, United States
How do I contact Pendleton Financial?
Pendleton Financial Contact Info: Phone number: (919) 781-4167 Website: www.pendletonfinancial.com
What does Pendleton Financial do?

Pendleton Financial is a wealth management firm that specializes in helping clients achieve their financial goals through fee-only financial planning, investment management, retirement consulting, and estate planning. They primarily serve retirees, pre-retirees, business leaders, and individuals undergoing significant life transitions, focusing on... those with $500,000 or more in investable assets. The firm operates as fiduciaries, prioritizing clients' interests and providing transparent, cost-effective services. Pendleton Financial is committed to inclusivity, welcoming clients from diverse backgrounds and offering pro-bono guidance through community partnerships.Read More

Is Pendleton Financial a public company?
Pendleton Financial is private company therefore does not currently have an official ticker symbol
See more information about Pendleton Financial Employees

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