James
Buckman
Geneos Wealth Management, Inc
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About this Advisor
James Buckman is a financial advisor based in Greenville, North Carolina, working with Geneos Wealth Management, Inc. James has previously held positions at Geneos Wealth Management, Inc and Buckman Investments LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, James is part of Geneos Wealth Management, Inc, which operates out of Greenville, North Carolina. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 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, selection of other advisers, and educational seminars. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
Geneos Wealth Management, Inc
Buckman Investments LLC
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
Ardmore, OK
Addison, TX
Addison, TX
Erie, PA
Foxfield, CO
Roanoke, VA
Greenville, NC
Foxfield, CO
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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