Alfredo
Mesa

Buckingham Strategic Wealth, LLC

CRD#4599053
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alfredo Mesa is a financial advisor based in Atlanta, Georgia, working with Buckingham Strategic Wealth, LLC. Alfredo has previously held positions at Mesa Financial Group, LLC and Buckingham Strategic Wealth, LLC. Alfredo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Alfredo is part of Buckingham Strategic Wealth, LLC, which operates out of Atlanta, Georgia. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1370 Center Drive Suite 202
Atlanta, GA 30338

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

GA Average: $11,469,110,461
Total Number of Employees

645

GA Average: 458
Total Number of Accounts

50,014

GA Average: 33,415
Average Account Size

$576,325

GA Average: $343,232

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

Alfredo Mesa Work History

2024 - Present (0 year)

Buckingham Strategic Wealth, LLC

2012 - Present (12 years)

Mesa Financial Group, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alfredo Mesa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buckingham Strategic Wealth, LLC

Andrew Waite
Lincoln, NE
Heidi Rogan
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Kristi Tidwell
Deerfield, IL
Austin Vuichard
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Devon Sherwood
Portland, OR
Zachary Harmon
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started