Goeun
Choi
Buchanan Wealth Management
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About this Advisor
Goeun Choi is a certified financial planner operating out of Reston, Virginia. Choi is an advisor for Buchanan Wealth Management. The advisor has gained experience at Lpl Financial LLC, United We Dream, California Pizza Kitchen, Logan'S Steakhouse, Dickinson College, Transcend Academy, Village Capital, Freddy'S Frozen Custard & Steakburgers, Red Robin, Jimmy John'S, None and Buchanan Wealth Management. Choi holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Virginia. Buchanan Wealth Management is a firm headquartered in Reston, VA. It has $109 million in assets under management among its 386 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 386 accounts, 24% are associated with high-net-worth clients who have at least $1 million in investable assets. Buchanan Wealth Management has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely vary depending on which service is offered. However, fee types charged by Buchanan Wealth Management most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buchanan Wealth Management Brokerage Details
$108,735,361
4
386
$281,698
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Goeun Choi Work History
Goeun has been registered as a financial advisor for 0 years.*
Buchanan Wealth Management
Lpl Financial LLC
Freddy'S Frozen Custard & Steakburgers
Buchanan Wealth Management
United We Dream
Village Capital
Freddy'S Frozen Custard & Steakburgers
Freddy'S Frozen Custard & Steakburgers
Dickinson College
Transcend Academy
Freddy'S Frozen Custard & Steakburgers
Red Robin
Jimmy John'S
Logan'S Steakhouse
Freddy'S Frozen Custard & Steakburgers
Freddy'S Frozen Custard & Steakburgers
Dickinson College
California Pizza Kitchen
California Pizza Kitchen
Dickinson College
Dickinson College
None
*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 Goeun Choi 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 Buchanan Wealth Management
Reston, VA
Reston, VA
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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