James
Buckman

Geneos Wealth Management, Inc

CRD#5519785
Investment Advisor
in Greenville, NC

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About this Advisor

James Buckman is a financial advisor working out of Greenville, North Carolina, with 7 years of relevant experience. Buckman is on the advisory team at Geneos Wealth Management, Inc. During their career, Buckman has held roles at Geneos Wealth Management, Inc and Buckman Investments LLC. Buckman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Geneos Wealth Management, Inc is a registered investment business that has its headquarters in Englewood, CO. The firm has offices in 114 locations and a total of 200 financial advisors. It oversees $4 billion in assets under management between its 18,621 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 18,621 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Geneos Wealth Management, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on the services. However, fee types charged by Geneos Wealth Management, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

127 Oakmont Drive
Greenville, NC 27858

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

NC Average: $2,349,664,866
Total Number of Employees

200

NC Average: 28
Total Number of Accounts

18,621

NC Average: 1,101
Average Account Size

$219,165

NC Average: $2,134,119

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
  • Educational seminars/workshops

James Buckman Work History

James has been registered as a financial advisor for 7 years.*

2008 - Present (16 years)

Geneos Wealth Management, Inc

2008 - Present (16 years)

Buckman Investments LLC

*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 James Buckman 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 Geneos Wealth Management, Inc

Brent Donovan
La Canada Flintridge, CA
Andrew Dziedzic
Montgomeryville, PA
Robert Arthur
Roanoke, VA
Michelle France
Midvale, UT
Paul Knipping
Englewood, CO
Matthew Grasman
Homer Glen, IL
Thomas Wint
Sellersburg, IN
Joyce Mcdaniel
Englewood, 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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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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