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.
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Palatine Advisors, Inc.
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 Management91MILLIONS
Total Number of Accounts662ACCOUNTS
Average Account Value$137,462
- 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, MA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI