Joe BuckalewCRD Number: 1832857
Current Firm: Fiduciaryvest, LLC
Joe Buckalew (CRD# 1832857) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|G. Buckalew Capital, LLC||Sandy Springs, GA||Feb 2008 - Current||10|
|Fiduciaryvest, LLC||Atlanta, GA||Jan 2005 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management15,218MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$158,525,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
GA, PA, TX
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