Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Reginald Buckland is a financial advisor at Old North State Wealth Management, LLC, based in Wilmington, North Carolina. Charles has been registered as an Investment Advisor Representative (IAR) since March 25, 2014. Charles holds the Personal Financial Specialist designation and is a Certified Public Accountant. Old North State Wealth Management, LLC specializes in providing financial planning and investment management services for individuals, high-net-worth individuals, businesses, pension plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party adviser fees
1
2
NC
03/25/2014 - Present
OLD North State Wealth Management, LLC (WILMINGTON NC)
Active
Inactive
Not sure Charles Buckland is the right advisor for you? Invested Better is here to help.
