linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Lee Buchanan

MSH Capital Advisors LLC

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

About Todd Lee Buchanan

Todd Buchanan has been a registered investment advisor since 2001. Todd works with MSH Capital Advisors LLC, a firm with headquarters in Scottsdale, Arizona. In addition to providing investment advice, Todd also provides financial planning and pension consulting services. Previous firms Todd worked with include Prospera Financial Services, Inc., Wachovia Securities Financial Network, LLC, Edward Jones, and D.A. Davidson & Co. Todd has a strong record of success in the financial services industry.

Firm Information

Todd Buchanan is currently registered with MSH Capital Advisors LLC. MSH Capital Advisors LLC is an investment advisory firm located in Scottsdale, AZ. They provide financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm has 23 registered representatives and manages approximately $1 billion in assets.
MSH Capital Advisors LLC

23350 N PIMA ROAD

SCOTTSDALE, AZ 85255-7153

$1.04B

Assets Under Management

Not reported

Total Clients

16

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Todd Buchanan’s Registration & Firm History

AZ

07/05/2017 - Present

MSH Capital Advisors LLC (SCOTTSDALE AZ)

MT

11/01/2006 - 06/20/2017

PROSPERA FINANCIAL SERVICES, INC. (BILLINGS MT)

MT

10/21/2003 - 11/01/2006

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (BILLINGS MT)

MO

11/13/2001 - 07/12/2002

EDWARD JONES (ST. LOUIS MO)

MT

02/27/2001 - 11/12/2001

D.A. DAVIDSON & CO. (GREAT FALLS MT)

Not sure if Todd Lee Buchanan is right for you?

Licenses & Designations

IA

Issued 02/12/2004

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Todd Lee Buchanan.
Not sure if Todd Lee Buchanan is right for you?