Unclaimed Profile

Denise Mcgee Buchanan

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 3, Series 7, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean record24 years registeredCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 1284353Firm CRD# 175112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Mcgee Buchanan · RALEIGH, NC

Registration

CRD #1284353 · CAPFINANCIAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Apr 2015 – present

CAPFINANCIAL SECURITIES, LLC.

Nov 2003 – present

CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST"

Nov 2003 – Apr 2015

Sanford, NC

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Sep 2003 – Nov 2003

RALEIGH, NC

ATLANTIC CAPITAL MANAGEMENT LLC

Dec 2001 – Sep 2003

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 79TO

Series 99TO

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · SEC 801-62193

AUM

$852.2B

Regulatory assets under management

Employees

1,554

100,603 client accounts

Services offered by CAPFINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Denise Mcgee Buchanan offer?

Denise Mcgee Buchanan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Denise Mcgee Buchanan's credentials?

Denise Mcgee Buchanan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Mcgee Buchanan located?

Denise Mcgee Buchanan is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Denise Mcgee Buchanan charge for services?

Denise Mcgee Buchanan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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