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Roger Carlan Eubanks

Franklin Street Advisors Inc.

Chapel Hill, NC

CRD 2601243

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Employer firm

Franklin Street Advisors Inc. CRD 106275

$4.53B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT ADVICE

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

Current Employers
Franklin Street Advisors Inc.

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2006-10-09
  • NC RA
    APPROVED
    Since 2006-10-09

Branch Locations

1450 Raleigh Rd. Suite 300, Chapel Hill, NC 27517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Street Advisors, Inc. Chapel Hill NC 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-06
S63 Uniform Securities Agent State Law Examination 1995-09-15
  • S66 Uniform Combined State Law Examination
    2006-10-06
  • S63 Uniform Securities Agent State Law Examination
    1995-09-15

View on SEC IAPD

Nearby Firms

ABSHER WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN

Nearby Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC

More in Chapel Hill, NC

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