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Denise Mcgee Buchanan

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina
Clean recordCAPFINANCIAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Denise Mcgee Buchanan is a registered financial advisor based in RALEIGH, North Carolina, affiliated with CAPFINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPFINANCIAL PARTNERS, LLC
CAPTRUST
AUM
$852.2B
Regulatory assets under management
Employees
1554
Total firm employees
View all advisors at CAPFINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1284353
Firm CRD# 175112
View on FINRA BrokerCheck →

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05

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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Other Advisors at CAPFINANCIAL PARTNERS, LLC

Robert A Miller
RALEIGH, NC
James Fielding Miller
RALEIGH, NC
Ann Leddy
RALEIGH, NC
Dasha Marie Smith
RALEIGH, NC
James Burr
RALEIGH, NC
Michael David Strother
RALEIGH, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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