Unclaimed Profile

Kathleen Wise Burkett

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC·RALEIGH, North Carolina

Clean recordTRIANGLE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen Wise Burkett is a registered financial advisor based in RALEIGH, North Carolina, affiliated with TRIANGLE SECURITIES WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

TRIANGLE WEALTH MANAGEMENT

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC →

Services

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1712792

Firm CRD# 148156

View on FINRA BrokerCheck →

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

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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