Christopher
Dolan
Buck Wealth Strategies, LLC
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About this Advisor
Christopher Dolan is a financial advisor based in Bellevue, Washington, working with Buck Wealth Strategies, LLC. Christopher has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Robert W Baird & Co, Madison Avenue Securities, and Ea Buck Financial. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Christopher is part of Buck Wealth Strategies, LLC, which operates out of Bellevue, Washington. The firm has 11 offices and 66 employees. The firm manages assets totaling $299.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Buck Wealth Strategies, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buck Wealth Strategies, LLC Brokerage Details
$299,865,422
66
1,979
$151,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Dolan Work History
Madison Avenue Securities
Ea Buck Financial
Robert W Baird & Co
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Christopher Dolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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