Advisor at Bush Wealth Management
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
Bush Wealth Management
Location
Valdosta, GA 31602
Credentials
Series 63, Series 66
Industry experience
25 years
Fixed fees for financial planning generally range from $1,000 to $15,000
$0+: Negotiable up to 2.00% $0+: Negotiable up to 1.00% for retirement plan consulting
Hourly consulting fees range from $200 to $400 per hour
Account minimum: $250,000 Fee-only: Financial planning and consulting fees negotiable, generally $1,000 to $15,000 fixed fee; hourly fees $200 to $400 per hour
Lpl Financial LLC
2004 - 2019 (15 years)
Bush Wealth Management
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Valdosta, GA
Edward Jones
Series 66
Valdosta, GA
Edward Jones
Series 63, Series 65, Series 66
Valdosta, GA
Edward Jones
ChFC®, Series 66
Valdosta, GA
Edward Jones
PFS™
Valdosta, GA
Windemere Advisors, LLC
Series 65
Valdosta, GA
UL Wealth LLC
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