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Anthony Buchanan

2 Years of Experience
McCalla, AL

Anthony Buchanan is a registered investment advisor at Let Bob Advisory, LLC, based in McCalla, AL, with 2 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 249 clients with $29K in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
249 clients
Average Client Portfolio
$116.361 average
Assets Under Management
$29K

Fee Structure

Investment management only (planning not offered)

Bob Robo Adviser provides automated investment management services to credit unions. The firm charges the credit union $10,000 per year.

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Location

McCalla, AL

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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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Employment History
Current Registrations
Let Bob Advisory, LLC
August 2025 - Present · 9 mos
Previous Registrations
Let Bob Advisory, LLC
September 2022 - December 2024 · 2 yrs 3 mos
State Registrations1 state
AL
Advisor

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.