Roberto Buchanan, financial advisor Salt Lake City UT

Roberto Buchanan

CRD Number: 4244111
Current Firm: Fortius Financial Advisors, LLC

Roberto Buchanan (CRD# 4244111) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 20 years of experience in the finance industry.

Similar Advisors
Kevin Larson, financial advisor Salt Lake City UT
Kevin J. Larson
CRD# 4683570
Cetera Advisor Networks LLC
Similar Advisors
Robert Aamodt, financial advisor Salt Lake City UT
Robert P. Aamodt
CRD# 3037835
Rock House Financial
Similar Advisors
Thomas Abbott, financial advisor Salt Lake City UT
Thomas E. Abbott
CRD# 840425
Equitable Advisors, LLC
Company Name Location Dates Years
Axiom Financial Salt Lake City, UT Mar 2013 - Current 7
Fortius Financial Advisors, LLC Salt Lake City, UT Mar 2004 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Roberto G. Buchanan
Phone Number: 888-365-7009
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $414,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, UT

Ready to hire a financial advisor? Get competitive proposals from Roberto Buchanan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.