Ted Buchan & Company
Ted Buchan & Company (CRD# 140722) is a financial advisory firm headquartered in San Diego, CA. They manage $285,470,698 in 1,131 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management285MILLION
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Total Number of Accounts1,131ACCOUNTS
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Average Account Value$252,406
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, TX
Financial Advisors at Ted Buchan & Company
1
Edward Buchan (CRD# 2301238) is an Investment Advisor Representative working at Ted Buchan & Company in San Diego, CA and has over 29 years of experience in the finance industry.
2
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.
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