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Alvin Masanori Abe

Buck Wealth Strategies, LLC

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About Alvin Masanori Abe

Alvin Masanori Abe is a registered investment advisor representative associated with Buck Wealth Strategies, LLC. Alvin has been in the financial services industry since June 15, 1987 and is registered to provide advisory services in Colorado and Hawaii.

Firm Information

Alvin Abe is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

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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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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Alvin Abe’s Registration & Firm History

HI

07/12/2022 - Present

Buck Wealth Strategies, LLC (HONOLULU HI)

HI

08/02/2011 - 12/02/2019

PARKLAND SECURITIES, LLC (HONOLULU HI)

HI

04/19/2001 - 08/11/2011

H. BECK, INC. (HONOLULU HI)

GA

04/02/1992 - 04/20/2001

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NA

12/09/1988 - 05/21/1992

DERAND/PENNINGTON/BASS, INC.

NA

06/16/1987 - 12/20/1988

E. A. BUCK CO., INC.

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Licenses & Designations

IA

Issued 10/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2006

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 09/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/15/1987

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alvin Masanori Abe.
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