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Alfredo Miguel Mesa

Buckingham Strategic Wealth, LLC

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About Alfredo Miguel Mesa

Alfredo Mesa is a financial advisor with over 20 years of experience in the financial services industry. Alfredo is registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC and holds Series 6, 7, 63, and 65 licenses. Alfredo is also a Certified Financial Planner. Alfredo has a focus on portfolio management for individuals and businesses.

Firm Information

Alfredo Mesa is currently registered with Buckingham Strategic Wealth, LLC. Buckingham Strategic Wealth, LLC is an investment advisor headquartered in St. Louis, Missouri, with over 320 investment advisor representatives and 15 registered representatives. The firm manages over $29 billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and other entities. Buckingham Strategic Wealth provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Buckingham Strategic Wealth, LLC

8182 MARYLAND AVENUE

ST LOUIS, MO 63105

$29.51B

Assets Under Management

623

Total Clients

145

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alfredo Mesa’s Registration & Firm History

GA

02/27/2024 - Present

Buckingham Strategic Wealth, LLC (ATLANTA GA)

GA

07/11/2003 - 09/04/2012

WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)

DE

11/08/2002 - 07/16/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 03/25/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alfredo Miguel Mesa.
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