Lori Chittenden is a CFP-designated registered investment advisor at Buckley Wealth Management, LLC, based in Las Vegas, NV, with 24 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 222 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10100 West Charleston Blvd., #213, Las Vegas, NV, 89135-5001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lori is a general partner in Stecovich Family Properties, LLC, a family farming operation, since 2006. She dedicates minimal time to this activity.
Employment History
Current Registrations
Buckley Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Linsco/private Ledger CORP.Broker
Robert Thomas Securities, INCBroker
State Registrations1 state
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