JC
Josh Cepeda
Wealth Advisor at Buckingham Strategic Wealth
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Work Experience
Wealth Advisor
Dec 2020 - Present · 4 years
May 2017 - Dec 2020 · 3 years and 7 months
Senior Wealth Advisor
Feb 2019 - Dec 2020 · 1 years and 10 months
Wealth Advisor
May 2017 - Dec 2020 · 3 years and 7 months
Company Details
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.
Year Founded
1994
Social Media
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
8182 Maryland Ave. Suite 500 Clayton, Missouri 63105, US
Keywords
investment managementwealth managementfixed incomerisk managementadvanced planninginvestor educationinstitutional investingand retirement plan managementvanced planninginvestor educatio
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