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Financial ADVSR advisor directory · SEC adviser records

Buck Wealth Strategies, LLC financial advisors in Shallotte, NC

Every SEC-registered investment adviser representative at a Buck Wealth Strategies, LLC office in Shallotte, A to Z.

The short answer

3 registered advisors work at Buck Wealth Strategies, LLC in Shallotte, out of 41 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Buck Wealth Strategies, LLC advisors in Shallotte, A to Z

Every Buck Wealth Strategies, LLC advisor →

Buck Wealth Strategies, LLC advisors in every city and state →Buck Wealth Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Buck Wealth Strategies, LLC advisors in other cities

Denver, CO 22Honolulu, HI 8Portland, OR 2Rio Rancho, NM 2Bellevue, WA 1Colorado Springs, CO 1Kapolei, HI 1Pleasantan, CA 1Rye, NY 1

Questions

How many financial advisors does Buck Wealth Strategies, LLC have in Shallotte?

3 investment adviser representatives are registered at Buck Wealth Strategies, LLC offices in Shallotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 41 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Buck Wealth Strategies, LLC one of the largest advisor employers in Shallotte?

Buck Wealth Strategies, LLC ranks number 1 in Shallotte by registered advisors, ahead of every other firm.

How do I check a Buck Wealth Strategies, LLC advisor in Shallotte?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Buck Wealth Strategies, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.