Bretton Danforth (CRD# 7457358) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak City Consulting, LLC | Wake Forest, NC | Jan 2021 - Current | 3 |
| Triangle Impact Network | Raleigh, NC | Apr 2022 - Oct 2023 | 1 |
| Wolfpack Investor Network At Nc State University | Raleigh, NC | Jan 2019 - Jan 2022 | 3 |
| Oak City Consulting, LLC | Wake Forest, NC | Mar 2012 - Dec 2021 | 9 |
| Square 1 Bank (acquired By Pacific Western Bank) | Durham, NC | Mar 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NC
- TX
-
Total Assets Under Management783MILLIONS
-
Total Number of Accounts245ACCOUNTS
-
Average Account Value$3,194,002
- A percentage of assets under your management
- Other
- 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)
- Other
NC, TX
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