Steven Buchanan
Steven Buchanan is a registered investment advisor at Cetera Investment Advisers LLC, based in Flower Mound, TX, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2201 Spinks Rd, Ste 254, Flower Mound, TX, 75022
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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 ActivitiesSells Insurance
Steven owns Buchanan & Company PLLC, providing tax preparation and accounting services, taking nearly full-time. He is also an agent for Avantax Insurance Agency, LLC, with the ability to sell various annuity and insurance products, dedicating a few hours per week. Steven is also a trustee for two trusts and owns Buchanan Wealth Partners LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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