Matthew Buchanan, financial advisor Reston VA

Matthew Buchanan

CRD Number: 4557312
Current Firm: Buchanan Wealth Management

Matthew Buchanan (CRD# 4557312) is an Investment Advisor Representative working at Buchanan Wealth Management in Reston, VA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Buchanan Wealth Management, LLC Reston, VA Jan 2022 - Current 2
Lpl Financial LLC Reston, VA Dec 2002 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Matthew S. Buchanan
Phone Number: 703-956-2633
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $339,991
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
  • Pension consulting services
Types of Clients
Registered States

DC, FL, MD, TX, VA

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