Daniel Buckman is a registered investment advisor at Buckman & Company, based in Charlottesville, VA, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
Buckman charges a monthly retainer fee for financial planning and consulting services. The fee is based on an hourly rate of $40 per hour, the complexity of the client's financial situation, the expected ongoing needs of the client, and the anticipated time spent by the advisor. The fee is a flat fee and is disclosed in the financial planning and consulting agreement.
Location
Charlottesville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a board member for the Spotsylvania Education Foundation and the Lloyd F. Moss Free Clinic. He also owns rental property, requiring minimal time commitment.
Employment History
Current Registrations
Buckman & Company
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Trump Securities, LLCBroker
Mooreland Partners LLCBroker
Signal Hill Capital Group LLCBroker
Scott & Stringfellow, LLC
Clearview Correspondent Services, LLCBroker
Scott & Stringfellow, LLCBroker
State Registrations1 state
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