Advisor at Buck Wealth Strategies, LLC
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Firm
Buck Wealth Strategies, LLC
Location
Shallotte, NC 28470
Credentials
Series 66
Industry experience
10 years
Timothy White is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Merrill Lynch, and Cambridge Investment Research. White is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
5039 Main St., #5
Shallotte, NC 28470
North Carolina
Madison Avenue Securities
2025 - Present (1 year)
Buck Wealth Strategies
2025 - Present (1 year)
Buck Financial Services - Outer Banks LLC
2025 - Present (1 year)
Thrivent Financial
2025 - 2025 (1 year)
Thrivent Investment Management Inc
2024 - 2025 (1 year)
Thrivent Financial
2024 - 2025 (1 year)
UNEMPLOYED
2024 - 2024 (1 year)
Cambridge Investment Research, Inc.
2022 - 2024 (2 years)
Cambridge Investment Research Advisor, Inc.
2022 - 2024 (2 years)
Unemployed
2022 - 2022 (1 year)
Bank Of America, N.a.
2020 - 2022 (2 years)
Merrill
2020 - 2022 (2 years)
Edward Jones
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
Series 63, Series 65
Bolivia, NC
Riggs Asset Management Co Inc
ChFC®, Series 63
Little River, SC
Macro Advisors, Inc.
Series 63, Series 65
Shallotte, NC
Buck Wealth Strategies, LLC
Series 65
Shallotte, NC
Buck Wealth Strategies, LLC
Series 65
Shallotte, NC
Buck Wealth Strategies, LLC
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