William
Egbert
Buckman Advisory Group LLC
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About this Advisor
William Egbert is a financial advisor based in Little Silver, New Jersey with a total of 17 years of relevant experience. Egbert is an employee of Buckman Advisory Group LLC. They have worked at Buckman Advisory Group Llc for their total career. Egbert has Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in New Jersey. Buckman Advisory Group LLC is a financial advisory firm based in Little Silver, NJ. It has a total of 17 advisors. It manages $204 million in total assets between its 851 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 851 client accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Buckman Advisory Group LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by Buckman Advisory Group LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckman Advisory Group LLC Brokerage Details
$203,746,534
17
851
$239,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
William Egbert Work History
William has been registered as a financial advisor for 17 years.*
Rbc Dain Rauscher Inc
*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 William Egbert 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 Buckman Advisory Group LLC
North Palm Beach, FL
Little Silver, NJ
Boca Raton, FL
Boca Raton, FL
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
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