Advisor at Reliant Investment Partners, Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reliant Investment Partners, Llc
Location
Pinehurst, NC 28374
Credentials
Series 66
Industry experience
16 years
Financial Planning fixed fees ranging from $750.00 to $10,000.00, negotiable
Up to 2.00%
Up to $350.00 per hour for Financial Planning services
Reliant Investment Partners, LLC
2018 - Present (8 years)
Wealth & Financial Advocate Group
2017 - Present (9 years)
Emerald Investment Partners, LLC
2017 - 2018 (1 year)
Wells Fargo Clearing Services, LLC
2016 - 2017 (1 year)
Wells Fargo Advisors LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Southern Pines, NC
Edward Jones
Series 63, Series 65
Aberdeen, NC
Fidelity
Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.
Series 63, Series 66
Pinehurst, NC
Edward Jones
Series 66
Southern Pines, NC
Edward Jones
Series 66
Southern Pines, NC
Edward Jones
Series 63, Series 65, Series 66
Pinehurst, NC
Merrill
Barbara Lutke is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized financial strategies that align with her clients’ individual goals, adapting to changing market conditions while leveraging investment insights from Merrill and banking services from Bank of America. Barbara holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ridgewood High School. In addition to her professional role, she actively participates in community volunteer work, reflecting Merrill’s tradition of community involvement.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")