Alfredo
Mesa
Buckingham Strategic Wealth, LLC
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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
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
Alfredo Mesa Work History
Buckingham Strategic Wealth, LLC
Mesa Financial Group, LLC
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
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Portland, OR
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