Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC (CRD# 143323) is a financial advisory firm headquartered in Saint Louis, MO. They manage $28,824,339,793 in 50,014 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management28,824MILLION
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Total Number of Accounts50,014ACCOUNTS
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Average Account Value$576,325
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michelle Lobbia (CRD# 5227346) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Farmington Hills, MI and has over 7 years of experience in the finance industry.
David Luckes (CRD# 4342538) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.
Alison Lynch (CRD# 6776373) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Alyssum Malone (CRD# 6238173) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Colorado Springs, CO and has over 10 years of experience in the finance industry.
Kathleen Marsden (CRD# 5660485) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Joel Martin (CRD# 5398554) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Denver, CO and has over 16 years of experience in the finance industry.
Thomas Martin (CRD# 4694060) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Daniel May (CRD# 2178711) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 32 years of experience in the finance industry.
Douglas McCulley (CRD# 2995728) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Plano, TX and has over 26 years of experience in the finance industry.
Cindy McGhee (CRD# 4199711) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Charleston, WV and has over 23 years of experience in the finance industry.