Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC (CRD# 143323) is a financial advisory firm headquartered in Saint Louis, MO. They manage $27,027,680,679 in 48,507 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management27,028MILLION
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Total Number of Accounts48,507ACCOUNTS
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Average Account Value$557,191
- 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
Sonja Gupte (CRD# 5836994) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Cupertino, CA and has over 14 years of experience in the finance industry.
Susan Hanlon (CRD# 5182112) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Aimee Hansen (CRD# 3063819) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Bellevue, WA and has over 25 years of experience in the finance industry.
Travis Harper (CRD# 6169964) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 9 years of experience in the finance industry.
Mallory Harrell (CRD# 7042545) 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.
Wendy Hartman (CRD# 2904038) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.
Thomas Haug (CRD# 6069716) 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.
Michael Heiser (CRD# 5421882) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Stephen Hicks (CRD# 5103902) 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.
Philip Ho (CRD# 2659962) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Irvine, CA and has over 28 years of experience in the finance industry.