Mary BuchananCRD Number: 1218048
Current Firm: Cape Investment Advisory, Inc.
Mary Buchanan (CRD# 1218048) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Purcellville, VA and has over 34 years of experience in the finance industry.
Palatine Advisors, Inc.
David Wealth Management, LLC
Voya Financial Advisors, Inc.
|Cape Securities Inc.||Mcdonough, GA||Sep 2011 - Current||6|
|Morse Capital Partners||Richmond, VA||Feb 2011 - Current||7|
|Buchanan Consulting||Purcellville, VA||Jul 2009 - Current||8|
|Forward Capital||Oakton, VA||Feb 2009 - Aug 2009||< 1|
|Pacific West Securities, Inc.||Renton, WA||Aug 2005 - Feb 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management101MILLIONS
Total Number of Accounts763ACCOUNTS
Average Account Value$132,372
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CO, CT, FL, GA, IN, LA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WI