Perry Buckman is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
14624 N Scottsdale Rd, Ste 100, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Perry has 100% ownership of Buckman Family Investment Corp and 50% ownership of Buckman and Corning Financial Strategies Group LLC, dedicating full-time hours to each. Perry also holds power of attorney for his father (about a quarter of his time) and mother (a few hours per week).
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations39 states
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