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Mirjhana Buck

21 Years of Experience
Cumberland, MD
Broker

Mirjhana Buck is a registered investment advisor at LPL Financial LLC, based in Cumberland, MD, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

29 N Liberty St, Cumberland, MD, 21502

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mirjhana operates under the DBA Boggs & Company Wealth Management for her LPL business since June 2021. She is also a notary public since January 2022, dedicating minimal time to this activity during securities trading hours.

Employment History
Current Registrations
LPL Financial LLC
June 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2007 - June 2021 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2004 - June 2021 · 16 yrs 9 mos
State Registrations38 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mirjhana Buck - Financial Advisor | TrueAdvisor