Timothy
Wochok
Buckingham Strategic Wealth, LLC
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About this Advisor
Timothy Wochok is a financial advisor based in Walnut Creek, California, working with Buckingham Strategic Wealth, LLC. Timothy has previously held positions at Foreside Financial Services, LLC, Loring Ward Financial Inc, Bam Advisor Services, LLC. D/B/A Loring Ward, Buckingham Asset Management, LLC, The Wealth Management Alliance LLC, and Loring Ward Holdings, Inc. Timothy has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Timothy is part of Buckingham Strategic Wealth, LLC, which operates out of Walnut Creek, California. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Wochok Work History
Buckingham Asset Management, LLC
Foreside Financial Services, LLC
Loring Ward Financial Inc
Bam Advisor Services, LLC. D/B/A Loring Ward
The Wealth Management Alliance LLC
Loring Ward Holdings, Inc
Disclosures
Please visit the SEC profile of Timothy Wochok to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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