Unclaimed Profile

Kathleen Wise Burkett

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC·RALEIGH, North Carolina

SIE, Series 7, Series 63, Series 65CFPClean record26 years registeredTRIANGLE SECURITIES WEALTH MANAGEMENT, INC

1301 ANNAPOLIS DRIVE, RALEIGH, NC 27608CRD# 1712792Firm CRD# 148156

Profile Verification

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

Identity

Kathleen Wise Burkett · RALEIGH, NC

Registration

CRD #1712792 · TRIANGLE SECURITIES WEALTH MANAGEMENT, INC · 26 years registered

Brand Profile

Not yet started

Career History

TRIANGLE WEALTH MANAGEMENT

Jan 2011 – present

TRIANGLE SECURITIES, LLC

Mar 2005 – Dec 2010

RALEIGH, NC

WACHOVIA SECURITIES, LLC

Oct 1999 – Jan 2005

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 1, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD 148156 · SEC 801-69531

AUM

$1.1B

Regulatory assets under management

Employees

1,085 client accounts

Services offered by TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Kathleen Wise Burkett offer?

Kathleen Wise Burkett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.

What are Kathleen Wise Burkett's credentials?

Kathleen Wise Burkett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kathleen Wise Burkett located?

Kathleen Wise Burkett is based in RALEIGH, North Carolina, working with TRIANGLE SECURITIES WEALTH MANAGEMENT, INC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Kathleen Wise Burkett charge for services?

Kathleen Wise Burkett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIANGLE SECURITIES WEALTH MANAGEMENT, INC?

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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