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
    Contact Me
    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
    Contact Me
    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
    Contact Me
    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
    Contact Me
    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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