Charles Buchana, financial advisor Fairview Heights IL

Charles Buchana

CRD Number: 5927603
Current Firm: Cetera Investment Advisers LLC

Charles Buchana (CRD# 5927603) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairview Heights, IL and has over 12 years of experience in the finance industry.

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Cetera Investment Advisers LLC
Company Name Location Dates Years
Cetera Advisors LLC Fairview Hghts, IL Sep 2022 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL May 2022 - Current 1
Burgdorf Wealth Managers Inc. Fairview Heights, IL May 2022 - Current 1
Triad Benefits Group, P.c. Troy, IL Jan 2009 - Current 15
Berthel, Fisher & Company Financial Services, Inc. Chesterfield, MO Dec 2021 - Apr 2022 < 1
Bfc Planning, Inc. Chesterfield, MO Dec 2021 - Apr 2022 < 1
First Allied Advisory Services Schaumburg, IL Nov 2020 - Nov 2021 1
Barry-wehmiller Design Group Clayton, MO Apr 2017 - Nov 2021 4
First Allied Advisory Services, Inc. Chesterfield, MO Jan 2012 - Nov 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Charles P. Buchana
Phone Number: 888-528-2987
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, VI, VT, WA, WI, WV, WY

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