Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Gregg Buckalew is a registered investment advisor with Fiduciaryvest, LLC. Joe has been in the industry since 1988, and has been with the firm since 2005. Joe has his Series 7, 2, 63 and 65 licenses. Joe has a Bachelor of Science degree in Finance from the University of Georgia. Joe is a Chartered Financial Analyst (CFA). Joe specializes in providing investment advice to high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Joe also provides investment management services to pooled investment vehicles. Joe's experience and expertise make him a valuable resource for clients seeking investment advice.
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.
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.
(a) discretionary asset alloc; (b) consulting re: strategy, policy, governance, asset alloc projections, research
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.
Percentage of assets under advisement
1
2
GA
04/14/2005 - Present
Fiduciaryvest, LLC (ATLANTA GA)
NC
07/23/2002 - 01/11/2005
CLARK SECURITIES, INC. (GREENSBORO NC)
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1988
Series 2 - Non-Member General Securities Examination
Active
Inactive
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