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Russell Whitehead

Buck Wealth Strategies, LLC

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About Russell Whitehead

Russell Whitehead is a financial advisor with Buck Wealth Strategies, LLC, in Denver, Colorado. Russell has been in the financial services industry since December 2016. Russell has a Series 7, Series 63, Series 65 and SIE licenses. He is registered with the state of Colorado. Prior to joining Buck Wealth Strategies, LLC, Russell worked as a Financial Advisor at LPL Financial LLC in Alpharetta, Georgia, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, Florida.

Firm Information

Russell Whitehead 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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Russell Whitehead’s Registration & Firm History

CO

04/27/2023 - Present

Buck Wealth Strategies, LLC (DENVER CO)

GA

03/16/2017 - 02/24/2020

LPL FINANCIAL LLC (ALPHARETTA GA)

FL

12/07/2016 - 01/23/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 09/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell Whitehead.
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