Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Buckle is an investment advisor representative at IEQ Capital, LLC, located in Los Angeles, California. Connor has over 2 years of experience in the financial services industry and has been registered with the state of California since December 2023. Connor holds a Series 65 license for investment advisory services. Prior to joining IEQ Capital, Connor worked at Lincoln International LLC, where they gained experience in Investment Banking. Connor is a graduate of the University of Washington and has a strong understanding of financial markets and investment strategies. Connor is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/07/2023 - Present
IEQ Capital, LLC (Los Angeles CA)
CA
03/31/2023 - 09/29/2023
LINCOLN INTERNATIONAL LLC (LOS ANGELES CA)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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