Ted Buchan & Company

Ted Buchan & Company (CRD# 140722) is a financial advisory firm headquartered in San Diego, CA. They manage $96,725,298 in 738 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    738
    ACCOUNTS
  • Average Account Value
    $131,064
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
  • Educational seminars/workshops
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.

CA, TX

Financial Advisors at Ted Buchan & Company
Showing 1 - 2 of 2 top financial advisors.
1
Eric V. Schmid
CRD#: 6761692
12396 World Trade Drive, Suite 112, San Diego, CA 92128
90
Wealthminder
score

Eric Schmid (CRD# 6761692) is an Investment Advisor Representative working at Ted Buchan & Company in San Diego, CA and has 1 year of experience in the finance industry. Eric Schmid 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edward J. Buchan
CRD#: 2301238
12396 World Trade Drive, Suite 112, San Diego, CA 92128
86
Wealthminder
score

Edward Buchan (CRD# 2301238) is an Investment Advisor Representative working at Ted Buchan & Company in San Diego, CA and has over 23 years of experience in the finance industry. Edward Buchan 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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