William Buchanan (CRD# 2300864) is an Investment Advisor Representative working at Katalgar Capital Management, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Katalgar Capital Managment, LLC | Bethesda, MD | Jan 2018 - Current | 6 |
| Katalgar Capital Management, LLC | Chevy Chase, MD | Jan 2008 - Dec 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- MD
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$8,888,985
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
MD
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