Insignia Wealth Advisory

Insignia Wealth Advisory (CRD# 323264) is a financial advisory firm headquartered in Opelika, AL. They manage $20,408,328 in 171 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
615 4th Avenue, Opelika, AL 36801
http://www.insigniawa.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $119,347
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, TX

Financial Advisors at Insignia Wealth Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Laurel Buckalew, financial advisor Opelika AL
Laurel J. Buckalew
CRD#: 6481297
615 4th Avenue, Opelika, AL 36801

Laurel Buckalew (CRD# 6481297) is an Investment Advisor Representative working at Insignia Wealth Advisory in Opelika, AL and has over 8 years of experience in the finance industry.

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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