Bud Lavery (CRD# 7623738) is an Investment Advisor Representative working at Capstone Wealth Partners in Eureka, MT and has 1 year of experience in the finance industry.
CRD# 2088101
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Wealth Partners | Eureka, MT | Nov 2023 - Current | < 1 |
| San Diego Wealth | San Diego, CA | Aug 2022 - Nov 2023 | 1 |
| San Diego Wealth | San Diego, CA | Sep 2021 - Aug 2022 | < 1 |
| Supportive Accountability Hub | Boston, MA | Jan 2020 - Aug 2021 | 1 |
| Mentor Nc | Durham, NC | Jan 2019 - Jan 2020 | 1 |
| Campus Candor | Durham, NC | Jan 2018 - Jan 2019 | 1 |
| Innovative Research And Technology (irt) | Durham, NC | Jan 2015 - Jan 2018 | 3 |
| Prevent Child Abuse Nc | Raleigh, NC | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
- MT
- OH
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts466ACCOUNTS
-
Average Account Value$166,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MT, OH, TX
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