Kathleen Wise Burkett is listed as Managing Director at Triangle Securities Wealth Management, Inc in Raleigh, NC. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Triangle Securities Wealth Management, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Wise Burkett work?
Kathleen Wise Burkett is listed as Managing Director at Triangle Securities Wealth Management, Inc on SEC Form ADV.
How much of Triangle Securities Wealth Management, Inc does Kathleen Wise Burkett own?
Form ADV reports a beneficial ownership band of 5-10%.