Invested Better
Unclaimed

Unclaimed

Unclaimed

Lorin Tuck leong Chun

Buck Wealth Strategies, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lorin? Claim Your Profile

About Lorin Tuck leong Chun

Lorin Chun Tuck Leong is an investment advisor representative with Buck Wealth Strategies, LLC. Lorin is also registered with the state of Hawaii. They have been in the industry since 1983 and has experience in the securities industry. Lorin is a registered representative and is licensed to sell insurance. They have been with Buck Wealth Strategies, LLC since 2022. Lorin has held previous roles at Madison Avenue Securities, LLC, Parkland Securities, LLC, H. Beck, Inc., IFG Network Securities, Inc., Derand/Pennington/Bass, Inc., and E.A. Buck Co., Inc.

Firm Information

Lorin Chun is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lorin Chun’s Registration & Firm History

CO

02/06/2023 - Present

Buck Wealth Strategies, LLC (DENVER CO)

HI

12/03/2019 - 12/31/2023

MADISON AVENUE SECURITIES, LLC (Honolulu HI)

HI

08/02/2011 - 12/02/2019

PARKLAND SECURITIES, LLC (HONOLULU HI)

HI

04/19/2001 - 08/11/2011

H. BECK, INC. (HONOLULU HI)

GA

12/13/1996 - 04/20/2001

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NA

12/01/1988 - 12/31/1989

DERAND/PENNINGTON/BASS, INC.

NA

06/10/1983 - 12/07/1988

E. A. BUCK CO., INC.

Not sure if Lorin Tuck leong Chun is right for you?

Licenses & Designations

IA

Issued 10/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2007

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 06/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/07/1996

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 8 public disclosures for Lorin Tuck leong Chun. Review regulatory record here.
Not sure if Lorin Tuck leong Chun is right for you?