Charles Buchana, financial advisor Fairview Heights IL
90 score

Charles Buchana

CRD Number: 5927603
Current Firm: First Allied Advisory Services, Inc.

Charles Buchana (CRD# 5927603) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Fairview Heights, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Fairview Heights, IL Jan 2012 - Current 4
First Allied Securities, Inc. San Diego, CA Jun 2011 - Current 5
Triad Benefits Group, P.c. Troy, IL Jan 2009 - Current 7
Anheuser-busch Companies St. Louis, MS Feb 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Charles P. Buchana
Phone Number: 866-378-1376
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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