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Lynn Blair Thurgood

Buck Wealth Strategies, LLC

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About Lynn Blair Thurgood

Lynn Blair Thurgood is a financial advisor with Buck Wealth Strategies, LLC. Lynn has been in the financial industry since 1996. Lynn holds the Series 6 and Series 63 licenses, as well as the Uniform Investment Adviser Law Examination (Series 65). Lynn has experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Lynn Thurgood 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Lynn Thurgood’s Registration & Firm History

CO

11/28/2023 - Present

Buck Wealth Strategies, LLC (DENVER CO)

NM

10/07/2009 - 03/10/2014

CENTER STREET SECURITIES, INC. (RIO RANCHO NM)

NM

07/23/2007 - 02/20/2008

BENEFICIAL INVESTMENT SERVICES, INC. (RIO RANCHO NM)

NM

01/23/2006 - 08/09/2007

EQUITY SERVICES, INC. (RIO RANCHO NM)

CA

08/15/2002 - 01/28/2004

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

VT

07/13/2001 - 07/02/2002

EQUITY SERVICES, INC. (MONTPELIER VT)

NY

10/06/1999 - 07/10/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

10/08/1996 - 09/27/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

OH

04/29/1996 - 08/28/1996

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

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Licenses & Designations

IA

Issued 11/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Lynn Blair Thurgood. Review regulatory record here.
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