Connor Buckle (CRD# 7675068) is an Investment Advisor Representative working at Ieq Capital, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Los Angeles, CA | Oct 2023 - Current | < 1 |
| Lincoln International | Los Angeles, CA | Jan 2023 - Sep 2023 | < 1 |
| Ernst And Young | Los Angeles, CA | Aug 2020 - Jan 2023 | 2 |
| University Of Washington | Seattle, WA | Aug 2016 - Aug 2020 | 4 |
| Unemployed/high School Student | Palos Verdes Estates, CA | Jan 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CA
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Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- A percentage of assets under your management
- 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, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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