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).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    1,131
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, GA, TX

Financial Advisors at Ted Buchan & Company
Showing 1 - 2 of 2 top financial advisors.
1
Edward J. Buchan
CRD#: 2301238
12396 World Trade Drive, Suite 112, San Diego, CA 92128

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 V. Schmid
CRD#: 6761692
12396 World Trade Drive, Suite 112, San Diego, CA 92128

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.