Richard BuchanCRD Number: 2079127
Current Firm: 180 Wealth Advisors, LLC
Richard Buchan (CRD# 2079127) is an Investment Advisor Representative working at 180 Wealth Advisors, LLC in Federal Way, WA and has over 31 years of experience in the finance industry. Richard Buchan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|180 Wealth Advisors, LLC||Federal Way, WA||Apr 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Federal Way, WA||Jun 1990 - Apr 2017||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Total Assets Under Management600MILLIONS
Total Number of Accounts2,413ACCOUNTS
Average Account Value$248,653
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, HI, ID, LA, MA, OR, TX, VA, WA
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