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David Kennett Barrus

Buckman Advisory Group LLC

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About David Kennett Barrus

David Kennett Barrus is a financial advisor with over 40 years of experience. David is registered as a Broker/Dealer and an Investment Advisor Representative and has been active in the financial services industry since December 11, 1980. David is currently employed by Buckman Advisory Group LLC and is associated with offices in both Little Silver, New Jersey, and North Palm Beach, Florida. Prior to joining Buckman Advisory Group LLC, David worked with a number of other firms, including Atlas One Financial Group, LLC, Jesup & Lamont Securities Corp, Newbridge Securities Corporation, and Westrock Advisors, Inc. David holds a variety of licenses and certifications, including Series 4, 7, 8, 9, 10, 24, 63, and 65. David specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. David is a member of the Financial Industry Regulatory Authority (FINRA) and is committed to providing his clients with the highest level of service and integrity.

Firm Information

David Barrus is currently registered with Buckman Advisory Group LLC. Buckman Advisory Group LLC is a Registered Investment Advisor based in LITTLE SILVER, NJ. The firm manages over $211 million in assets and provides financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have 13 investment adviser representatives and cater to high net worth individuals, corporations, charitable organizations, and other investors. They also participate in wrap fee programs.
Buckman Advisory Group LLC

44 CHURCH STREET

LITTLE SILVER, NJ 07739

$211.90M

Assets Under Management

810

Total Clients

12

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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David Barrus’s Registration & Firm History

NJ

04/15/2014 - Present

Buckman Advisory Group LLC (LITTLE SILVER NJ)

FL

07/09/2010 - 06/06/2011

ATLAS ONE FINANCIAL GROUP, LLC (WEST PALM BEACH FL)

FL

04/27/2009 - 07/07/2010

JESUP & LAMONT SECURITIES CORP (BOCA RATON FL)

FL

06/26/2003 - 04/27/2009

NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)

NY

05/27/2003 - 06/24/2003

WESTROCK ADVISORS, INC. (NEW YORK NY)

NY

10/23/2002 - 06/23/2003

MAXIM GROUP LLC (NEW YORK NY)

NY

03/04/2002 - 10/23/2002

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

02/07/2002 - 03/07/2002

WESTROCK ADVISORS, INC. (NEW YORK NY)

NY

12/21/2001 - 03/05/2002

SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)

NY

06/01/1999 - 01/11/2002

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

02/02/1991 - 06/01/1999

STUART, COLEMAN & CO., INC. (NEW YORK NY)

MO

09/04/1990 - 10/26/1990

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

01/03/1989 - 09/04/1990

PRESCOTT, BALL & TURBEN, INC.

NA

08/22/1988 - 11/26/1988

EQUITIES INTERNATIONAL SECURITIES, INC.

NA

07/28/1980 - 10/18/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 03/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/05/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/24/1984

Series 4 - Registered Options Principal Examination

BC

Issued 01/30/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for David Kennett Barrus. Review regulatory record here.
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