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Kevin Buckle is a financial advisor with over 15 years of experience in the industry. He is a Chartered Financial Analyst and has worked with Pacific Income Advisers, Inc., Grandview Capital Management LLC, and currently, Mesirow Financial Investment Management, Inc. Kevin is registered with the state of California and Illinois, and his area of expertise includes retirement planning, education planning, and wealth management. He is dedicated to helping clients reach their financial goals and provides personalized financial 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/24/2017 - Present
Mesirow Financial Investment Management, Inc. (Manhattan Beach CA)
Active
Inactive
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