Buffington Mohr Mcneal

Buffington Mohr Mcneal (CRD# 109361) is a financial advisory firm headquartered in Boise, ID. They manage $355,360,000 in 899 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $395,284
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, LA, MT, NV, OR, TX, WA

Financial Advisors at Buffington Mohr Mcneal
Showing 1 - 8 of 8 top financial advisors.
1
Stephen M. Kovach
CRD#: 2682236
802 West Bannock Street, Ste 100, Boise, ID 83702
103
Wealthminder
score

Stephen Kovach (CRD# 2682236)  is an Investment Advisor Representative working at Buffinton Mohr McNeal Riegisterd Investment Advisor (CRD#109361). in Boise, ID and has over 20 years of experience in the finance industry. Stephen Kovach 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.

2
Melvin D. Buffington
CRD#: 2434438
802 W. Bannock Street, Boise, ID 83702
93
Wealthminder
score

Melvin Buffington (CRD# 2434438) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 19 years of experience in the finance industry.

3
Shirley Cleveland
CRD#: 2711422
802 West Bannock Street, Ste 100, Boise, ID 83702
93
Wealthminder
score

Shirley Cleveland (CRD# 2711422) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 21 years of experience in the finance industry.

4
Tyler S. Lang
CRD#: 5487824
802 West Bannock Street, Ste 100, Boise, ID 83702
93
Wealthminder
score

Tyler Lang (CRD# 5487824) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 9 years of experience in the finance industry.

5
Roderick P. Mackinnon
CRD#: 1503611
802 West Bannock Street, Ste 100, Boise, ID 83702
93
Wealthminder
score

Roderick Mackinnon (CRD# 1503611) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 25 years of experience in the finance industry.

6
Carey H. McNeal
CRD#: 1902076
802 West Bannock St., Ste100, Boise, ID 83702
93
Wealthminder
score

Carey McNeal (CRD# 1902076) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 27 years of experience in the finance industry.

7
Bruce R. Mohr
CRD#: 2291486
802 West Bannock St., Ste 100, Boise, ID 83702
93
Wealthminder
score

Bruce Mohr (CRD# 2291486) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 25 years of experience in the finance industry.

8
Andrea M. Puopolo
CRD#: 4779712
802 W. Bannock St., Ste100, Boise, ID 83702
93
Wealthminder
score

Andrea Puopolo (CRD# 4779712) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.