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Evan Cutler is an Investment Advisor Representative at Buck Wealth Strategies, LLC, an independent Registered Investment Advisor firm that specializes in providing financial advice to individuals, families, and small businesses. Evan has been in the financial services industry since 2007 and holds a Series 65 license. Evan focuses on providing financial planning and portfolio management services to help clients reach their financial goals. Evan is a member of the Cutler Foundation, a non-profit organization that supports individuals with Parkinson's disease.
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.
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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NC
08/22/2022 - Present
Buck Wealth Strategies, LLC (SHALLOTTE NC)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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