Buckingham Strategic Wealth
Financial Services
United States
120 employees
- Employees
- 120
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Buckingham Strategic Wealth Overview
- Headquarters
- United States
- Website
- buckinghamstrategicwealth.com
- Industry
- Financial Services
- Employees
- 120
- Funding
- 2025,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Buckingham Strategic Wealth
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.
Buckingham Strategic Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Buckingham Strategic Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jonathan Abner | St Louis, Missouri, United States |
Email
|
|
| David Luckes | Director of Institutional Services | St Louis, Missouri, United States |
Email
Phone
|
| Andrew Leach, Cfp® | Portfolio Manager at Buckingham | Bethesda, Maryland, United States |
View
|
| Kevin Carlton | Fixed Income Portfolio Advisor | St Louis, Missouri, United States |
Email
Phone
|
Employees by Management Level
Director
1 profile
Manager
1 profile
Individual contributor
1 profile
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