First Citizens Bank Wealth Associates in Durham, NC

Dan Thomason III
Financial Consultant II, SVP & ASST SEC
5417 Page Road
Durham NC 27703
Areas Served
Raleigh
Durham
Chapel Hill
Surrounding Triangle areas
Focus Areas
Retirement Planning
Tax Efficient Investing
Risk Management
Insurance Planning
Financial Planning
Education & Certifications
Bachelor's Degree from North Carolina State University Chartered Mutual Fund Counselor Chartered Retirement Planning Counselor Life Insurance License Long Term Care Insurance License
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Douglas Lindsey
Premier Relationship Banker II, AVP & ASST SEC
Mobile Phone(919) 768-4877
4004 North Roxboro Street
Durham NC 27704
Areas Served
Raleigh, Durham, Chapel Hill, Research Triangle Park, NC
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Financial Planning Guidance
Education & Certifications
Bachelor of Science, Hyles-Anderson College 1998 NC Life Insurance License
Troy L. Fairbank
Financial Consultant II, SVP
5417 Page Road
Durham NC 27703
Areas Served
Raleigh
Durham
Chapel Hill
Pittsboro
Focus Areas
Retirement Planning
Asset Allocation
Tax Efficient Investing
Risk Management
Financial Planning
Education & Certifications
Campbell University - B.A., Campbell University - M.B.A.
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License