First Citizens Bank

4 Wealth Associates in Durham

J. Daniel Wakin Locations

  • J. Daniel Wakin
    Financial Consultant II, Investment Officer
    Mobile Phone
    phone
    (919) 702-3432
    (919) 702-3432
    4004 North Roxboro Road
    Durham, NC 27704
    US
    Areas Served
    Triangle Area, NC
    Focus Areas
    Financial Planning
    Retirement Planning
    Risk Management
    Education & Certifications
    N.C. State University, Bachelor's in Business Administration, Finance Concentration
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License Long Term Care Insurance License
  • Dan Thomason III
    Financial Consultant II, SVP & ASST SEC
    5417 Page Road
    Durham, NC 27703
    US
    Areas Served
    Chapel Hill
    Durham
    Raleigh
    Focus Areas
    Financial Planning
    Insurance Planning
    Retirement 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
  • Troy L. Fairbank
    Financial Consultant II, SVP
    5417 Page Road
    Durham, NC 27703
    US
    Areas Served
    Chapel Hill
    Durham
    Pittsboro
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement 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
  • Douglas Lindsey
    Premier Relationship Banker II, AVP & ASST SEC
    Mobile Phone
    phone
    (919) 768-4877
    (919) 768-4877
    5417 Page Road
    Durham, NC 27703
    US
    Areas Served
    Raleigh, Durham, Chapel Hill, Research Triangle Park, NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Bachelor of Science, Hyles-Anderson College 1998 NC Life Insurance License
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