Steve Fordham, Financial Advisor located in Raleigh, NC

Financial Advisor
Steve Fordham

CFA®
211 East Six Forks Road, Suite 115, Raleigh, NC 27609opens in a new window
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Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFA®

    Chartered Financial Analyst®

Personal Interests

  • Cycling
  • Golfing
  • Spending Time with Family
  • Traveling
  • Volunteering

Team Members

  • Mary Miller
    Branch Office Administrator
  • Olivia Williford
    Branch Office Administrator

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Office Information

Phone

(919) 831-0801

Fax

(877) 222-4226

Office Address

211 East Six Forks Road
Suite 115
Raleigh, NC 27609opens in a new window

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