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Pendleton Financial Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Pendleton Financial is an investment management firm that emphasizes a goal-oriented approach to wealth planning. It designs diversified, long-term investment strategies within a comprehensive financial planning process, aiming to align clients’ objectives with a cost-efficient, fee-based structure. The firm positions itself as a fiduciary, committing to disclose and manage any conflicts of interest and to act in clients’ best interests as part of its ongoing advisory relationship.

Find Pendleton Financial employees' phone numbers or email addresses

Pendleton Financial Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Pendleton Financial's Leadership

  • Operations Director at Pendleton Financial
    D. O. L.
    Operations Director
    Mobile Phone

Pendleton Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Finance

Contact profiles from Pendleton Financial

Name
Title
Contact
Location
Last Update
  • Operations Director at Pendleton Financial
    D. O. L.
    Operations Director
    Mobile Phone
    Jul 01, 2026

Frequently Asked Questions

What is Pendleton Financial known for?

Minus sign iconPlus sign iconPendleton Financial was founded in 1976 and operates in the Investment Management industry. You can contact Pendleton Financial's main corporate office by phone at
+1-919-781-****
. Explore Pendleton Financial's company overview page for more information.

What is Pendleton Financial's most common email format?

Minus sign iconPlus sign iconPendleton Financial employees' email format typically follows the pattern of FLast@pendletonfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Pendleton Financial email formats with LeadIQ.

How many employees does Pendleton Financial have currently?

Minus sign iconPlus sign iconPendleton Financial has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Pendleton Financial's key employees and leadership?

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As of September 2026, Pendleton Financial's key employees include:

  • Operations Director: D. O. L.

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