Buckhorn Investment Advisors LLC

Buckhorn Investment Advisors LLC (CRD# 291890) is a financial advisory firm headquartered in Charlotte, NC. They manage $72,519,141 in 333 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
https://www.linkedin.com/company/buckhorninvestmentadvisors/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $217,775
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, GA, LA, MS, NC, SC, TX

Financial Advisors at Buckhorn Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Julian Patton Jr., financial advisor Charlotte NC
Julian F. Patton Jr.
CRD#: 4922289
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277

Julian Patton (CRD# 4922289) is an Investment Advisor Representative working at Buckhorn Investment Advisors LLC in Charlotte, NC and has over 14 years of experience in the finance industry. Julian Patton 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 putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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