Adam BuchananCRD Number: 6276246
Current Firm: 1st Global Advisors Inc.
Adam Buchanan (CRD# 6276246) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Raleigh, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|1st Global Advisors, Inc.||Raleigh, NC||Dec 2013 - Current||3|
|1st Global Capital Corp||Raleigh, NC||Dec 2013 - Current||3|
|Hughes Pittman & Gupton LLP||Raleigh, NC||Jun 2013 - Current||4|
|Grant Thornton LLP||Raleigh, NC||Aug 2002 - May 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV