Advisor at Main Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Main Advisory, Inc.
Location
Blacksburg, VA 24060
Credentials
Series 63, Series 65
Industry experience
9 years
Jesse Buchanan is a financial advisor at Main Advisory, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Buchanan is also a licensed insurance professional. Main Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $128 million in assets. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, combining fundamental and technical analysis with a long-term investment approach.
Based on Main Advisory, Inc.
Based on Main Advisory, Inc.
Financial planning services fixed fees up to $2,499; ongoing financial planning fee up to $199 per month for clients with less than $1,000,000 AUM.
$0+: 0.35% annually +: up to 1.25% annually
2001 South Main Street, Suite 103
Blacksburg, VA 24060
Pennsylvania · Virginia
Main Advisory, Inc.
2023 - Present (3 years)
Roadmap Financial Solutions Group, LLC
2023 - Present (3 years)
Prudential Insurance Company of America
2016 - 2023 (7 years)
Pruco Securities, LLC.
2016 - 2023 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Blacksburg, VA
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Martin Wealth Solutions
Series 63, Series 65
Christiansburg, VA
Martin Wealth Solutions
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