Alvin
Abe
Buck Wealth Strategies, LLC
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About this Advisor
Alvin Abe is a financial advisor operating out of Honolulu, Hawaii with a total of 1 year of relevant experience. Abe is an advisor for Buck Wealth Strategies, LLC. Throughout their career, they have worked at E.A. Buck Insurance Dba E.A. Buck Financial Services, Sammons Securities Co., LLC, Spc, Parkland Securities, Madison Avenue Securities, LLC, Ae Wealth Management, LLC and Buck Wealth Strategies, LLC. Abe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Hawaii. Buck Wealth Strategies, LLC is a firm that has its headquarters in Denver, CO. The company has offices in seven locations and a total of 67 financial advisors. It controls $134 million in assets under management across its 892 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 892 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the type of financial services provided. However, fee types charged by Buck Wealth Strategies, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buck Wealth Strategies, LLC Brokerage Details
$134,250,617
67
892
$150,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alvin Abe Work History
Alvin has been registered as a financial advisor for 1 years.*
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
E.A. Buck Insurance Dba E.A. Buck Financial Services
Parkland Securities
Sammons Securities Co., LLC
Spc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alvin Abe 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 Buck Wealth Strategies, LLC
Denver, CO
Honolulu, HI
Denver, CO
Denver, CO
Honolulu, HI
Kahului, HI
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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