Samuel
Buchanan

Mascagni Wealth Management, Inc

CRD#7805470
Investment Advisor
in Clinton, MS

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About this Advisor

Samuel Buchanan is a financial advisor based in Clinton, Mississippi, working with Mascagni Wealth Management, Inc. Samuel has previously held positions at Mascagni Wealth Management, Inc, Wellspire Financial Group, Mississippi State University, International Paper, U.S. House Of Representatives, Smoothie King, Jackson Prepatory School, and Brooks Brothers. Samuel has passed the Series 65 regulatory exam and is registered to provide services in Mississippi. Currently, Samuel is part of Mascagni Wealth Management, Inc, which operates out of Clinton, Mississippi. The firm has 5 employees and manages assets totaling $313.4 million. The firm 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, selection of other advisers, and other services. The fee structure at Mascagni Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

205 E. Main Street
Clinton, MS 39056

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Mascagni Wealth Management, Inc Brokerage Details

Total Assets Under Management

$313,445,079

MS Average: $479,240,389
Total Number of Employees

5

MS Average: 11
Total Number of Accounts

1,748

MS Average: 582
Average Account Size

$179,316

MS Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Samuel Buchanan Work History

2024 - Present (0 year)

Mascagni Wealth Management, Inc

2020 - Present (4 years)

Mississippi State University

2023 - 2023 (< 1 year)

Wellspire Financial Group

2023 - 2023 (< 1 year)

International Paper

2022 - 2023 (1 year)

Mississippi State University

2022 - 2022 (< 1 year)

U.S. House Of Representatives

2022 - 2023 (1 year)

Brooks Brothers

2020 - 2020 (< 1 year)

Smoothie King

2013 - 2020 (7 years)

Jackson Prepatory School

Disclosures

Please visit the SEC profile of Samuel Buchanan 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 Mascagni Wealth Management, Inc

Samuel Buchanan
Clinton, MS
Collin Mascagni
Clinton, MS
Matthew Brown
Clinton, MS
Julius Mascagni
Clinton, MS

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.

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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.

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