Randall Craig Buck
Investment adviser representative at The Institute
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- The InstituteMay 2019 to now
- Institute for Wealth Management LLCApr 2019 to now
- Institute for Wealth Advisors, Inc.Feb 2017 to Apr 2019
- Concert Wealth Management, Inc.Mar 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Institute
Legal name: Institute for Wealth Management LLC
$1.4BAssets managed
817Clients
13Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306244
- Firm CRD
- 127207