Timothy M White
Investment adviser representative at Buck Wealth Strategies, LLC
11 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
11 years in the industry.
- Buck Wealth Strategies, LLCAug 2025 to now
- Buck Financial Services - Outer Banks LLCAug 2025 to now
- Madison Avenue SecuritiesAug 2025 to now
- Thrivent FinancialOct 2024 to Aug 2025
- Thrivent Investment Management IncOct 2024 to Aug 2025
- UnemployedJul 2024 to Sep 2024
- Cambridge Investment Research Advisor, Inc.Aug 2022 to Jun 2024
- Cambridge Investment Research, Inc.Aug 2022 to Jun 2024
- UnemployedFeb 2022 to Jul 2022
- Bank of America, N.A.Jun 2020 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to Feb 2022
- Edward JonesJul 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6369509
- Firm CRD
- 322138