Alicia Vladimirovna Wickliff
Investment adviser representative at Buck Wealth Strategies, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Buck Wealth Strategies, LLCAug 2026 to now
- E.A. Buck Financial ServicesAug 2024 to now
- Madison Avenue SecuritiesAug 2024 to now
- Kailua Beach AdventuresFeb 2022 to Aug 2024
- Metcalf HodgesNov 2020 to Jun 2022
- Langs Horse & Pony FarmMay 2020 to Oct 2020
- Western Washington University - Associated StudentsAug 2019 to Jun 2020
- Western Washington UniversityAug 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, HI).
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
- 7978347
- Firm CRD
- 322138