David Rakestraw Email & Phone Number
Senior Managing Director, Financial Advisor, Private Client Group, Truist Investment Services, Inc. @ BB&T Scott & Stringfellow
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David Rakestraw Location
- Raleigh, NC, US
David Rakestraw Work
- 2021 -now Senior Managing Director, Financial Advisor, Private Client Group, Truist Investment Services, Inc. @
- 2004 -2021 Wealth Management Advisor, CFP @
David Rakestraw Education
- Campbell University
BBA, MBA (Trust, Investment Management, Financial Planning)
1999-2004
David Rakestraw Skills
- Wealth Management
- Wealth
- Investment Management
- Financial Planners
- 401k
- Retirement Planning
- Wealth Management Services
- Series 7
- Estate Tax Planning
- Certified Financial Planner
- Strategic Financial Planning
- Series 65
- Finance
- Mutual Funds
- Estate Planning
- Investment Advisory
- Asset Allocation
- Investments
- Succession Planning
- Series 63
- Retirement
- Insurance
- Credit Analysis
- Financial Analysis
- Asset Managment
- Trust Services
- Securities
- Portfolio Management
- Investment Strategies
- Risk Management
- Alternative Investments
- Financial Advisory
- Uniform Combined State Law
David Rakestraw Summary
- David Rakestraw, based in Raleigh, NC, US, is currently a Senior Managing Director, Financial Advisor, Private Client Group, Truist Investment Services, Inc. at Truist Wealth. David Rakestraw brings experience from previous roles at BB&T. David Rakestraw holds a 1999 - 2004 BBA, MBA in Trust, Investment Management, Financial Planning @ Campbell University. With a robust skill set that includes Wealth Management, Wealth, Investment Management, Financial Planners, 401k and more. David Rakestraw has 2 emails and 1 mobile phone numbers on RocketReach.
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