Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drake? Claim Your ProfileDrake Buckingham Mueller is a registered investment advisor representative with Index Fund Advisors, Inc. Drake is located in Irvine, California and has been working in the financial services industry since June 2023. Drake has passed the Series 63, Series 66 and Series 65 exams. Drake offers investment advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other businesses. Index Fund Advisors is a firm that provides investment advisory services. The firm has offices in Irvine, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
10/14/2024 - Present
Index Fund Advisors, Inc. (IRVINE CA)
Active
Inactive
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