Tabitha Concepcion is a CFP-designated registered investment advisor, based in Chapel Hill, NC, with 11 years of industry experience.
Location
1414 Raleigh Rd, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tabitha is a co-owner of Red Barn Naturals, a farm that raises dairy goats and makes natural personal care products, dedicating about a quarter of her time. She also owns The Homestead, an agricultural business, and spends about a quarter of her time on oversight, planning, and management.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.