Randall Buck
Advisor at The Institute
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.
Advisor at The Institute
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
The Institute
Location
Seattle, WA 98112
Credentials
CFA®, Series 65
Industry experience
16 years
Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.
Based on The Institute
Based on The Institute
Financial planning services charged a flat fee between $1,000 and $10,000 per engagement
Financial planning services charged at hourly rates depending on level of service
Account minimum: $100,000
4020 E Madison St, Suite 210
Seattle, WA 98112
Washington
Institute For Wealth Management LLC
2019 - Present (7 years)
Institute for Wealth Advisors, Inc.
2017 - 2019 (2 years)
CONCERT Wealth Management, Inc.
2014 - 2017 (3 years)
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