Denise Mcgee Buchanan

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2003 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 11/2003 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2003-09-04 → 2003-11-19
  Wells Fargo Advisors Financial Network, Llc
  Raleigh, NC
• 2001-12-31 → 2003-09-11
  Atlantic Capital Management Llc
  Raleigh, NC

Other Businesses

1. Lumpy's Ice Cream, Inc. is a small (noninvestment related) family business. The company was formed on 3/22/12 with Buchanan as Vice President. Mrs. Buchanan devotes less than 1 hour per month with zero (0) hours during trading time. Duties include balancing the checkbook & paying bills. 2. Operation Ghille Brouges, LLC; not investment related; 247 South Main St; Clayton, GA; non profit; board member; start date 11/20/2023; 2 hours per month, 0 hours during trading; Assist in organizing annual Highland Games.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-09-12

Other Names

• Denise Mcgee Hurst
• Denise Mcgee
• Denise Mary Mcgee
• Denise M Mcgee