Dustin Buck is a registered investment advisor at LPL Financial LLC, based in Fair Oaks, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
5207 Sunrise Blvd., Suite 120, Fair Oaks, CA, 95628
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2006Other Business Activities
Dustin operates Buck Wealth Management as a DBA for LPL business, dedicating full-time hours. He also uses Buck Wealth Management, Inc. as a business entity for tax/investment purposes, spending nearly full-time hours per month, with about half his time spent during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
PFS Investments INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 states
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.