Patterson James Mckinlay
Investment adviser representative at Buck Wealth Strategies, LLC
23 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Buck Wealth Strategies, LLCAug 2025 to now
- Buck Financial Services - Achieve RetirementAug 2025 to now
- E.A. Buck Insurance dba E.A. Buck Financial ServicesAug 2025 to now
- Madison Avenue SecuritiesAug 2025 to now
- Global Retirement Partners, LLCOct 2014 to Aug 2025
- LPL Financial, LLCSep 2014 to Aug 2025
- Smallwood FinancialApr 2003 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 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
- 2515175
- Firm CRD
- 322138