Douglas
Buchan

Buckingham Strategic Wealth, LLC

CRD#5385636
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Douglas Buchan is a financial advisor based in Mount Pleasant, South Carolina, working with Buckingham Strategic Wealth, LLC. Douglas has previously held positions at Main Street Financial Solutions, LLC, Buckingham Strategic Wealth, LLC, and Bam Management, LLC. Douglas is registered to provide services in South Carolina. Currently, Douglas is part of Buckingham Strategic Wealth, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 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, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1240 Winnowing Way Suite 102
Mount Pleasant, SC 29466

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

SC Average: $11,469,110,461
Total Number of Employees

645

SC Average: 458
Total Number of Accounts

50,014

SC Average: 33,415
Average Account Size

$576,325

SC Average: $343,232

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

Douglas Buchan Work History

2021 - Present (3 years)

Bam Management, LLC

2019 - Present (5 years)

Buckingham Strategic Wealth,LLC

2011 - 2019 (8 years)

Main Street Financial Solutions, LLC

Disclosures

Please visit the SEC profile of Douglas Buchan 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 Buckingham Strategic Wealth, LLC

Kristopher Roche
Charlotte, NC
Brian Riggs
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Jack Moore
Ridgeland, MS
Austin Vuichard
Saint Louis, MO
Kathleen Marsden
Saint Louis, MO
Devon Sherwood
Portland, OR
Zachary Harmon
Saint Louis, MO

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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