Douglas Scott Mcduffie

Employer firm

Buckhead Capital Management, LLC CRD 110707

$5.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 10/2017
  Fwi Wealth Management
  Atlanta, GA
• 10/2017 → 12/2023
  Bb&T Securities
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 12/2023 → Present
  Truist Investment Services, Inc
  Atlanta, GA
• 12/2023 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2021-03-02 → 2024-06-04
  Truist Advisory Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2017-10-24 → 2021-03-02
  Bb&T Securities, Llc
  Atlanta, GA
  Richmond, VA
• 2013-09-03 → 2017-10-13
  Fwi Wealth Management Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2011-08-18 → 2013-09-04
  Usaa Financial Planning Services
  Atlanta, GA
• 2005-02-28 → 2011-08-04
  Raymond James & Associates, Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-04-24 → 2005-01-07
  Joyn Advisors, Inc.
  Atlanta, GA
• 2003-04-25 → 2005-01-07
  Gv Financial Advisors, Inc.
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-25
• S66 Uniform Combined State Law Examination
  2002-12-30

Designations

• Certified Financial Planner