Lorin T. Chun

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CRD#: 1103114

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lorin Tuck Leong Chun, AIF® was a registered financial professional .

Lorin is a previously registered financial professional and started their career in finance in 1983. Lorin had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)E.A. Buck Insurance DBA E.A. Buck Financial Services; INV RELATED: YES; ADDRESS: 55 MERCHANT STREET, SUITE 2100 HONOLULU, HI 96813; NATURE: INSURANCE SALES; POSITION: LIFE AGENT; START DATE: 06/1983; HOURS/MONTH: 160; TRADING HOURS/MONTH: 160; DUTIES: LIFE AGENT 2.) MADISON AVENUE SECURITIES, LLC; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N SUITE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 12/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 3)NAME: REAL ESTATE; INV RELATED: YES; LOCATION: SPRING, TX 77373; NATURE: RENTAL INCOME; POSITION: REAL ESTATE INVESTOR; START DATE: 04/01/2007; HOURS/MONTH: 00; TRADING HOURS/MONTH: 00; DUTIES: PERSONAL RENTAL PROPERTY 4) NAME: BUCK WEALTH STRATEGIES; ADDRESS: 55 MERCHANT STREET SUITE 2100, HONOLULU, HAWAII 96813; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; DUTIES: REGISTERED INVESTMENT ADVISOR ENGAGED IN ASSET MANAGEMENT SERVICES; HOURS PER WEEK: 40 HOURS; START DTATE: 07/2022

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

February 6, 2023 - November 22, 2024

BUCK WEALTH STRATEGIES, LLC

RIA

CRD#: 322138

HONOLULU, HI

Past

March 3, 2020 - May 10, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

HONOLULU, HI

Past

December 6, 2019 - December 6, 2019

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

HONOLULU, HI

Past

December 3, 2019 - December 31, 2023

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Honolulu, HI

Past

August 2, 2011 - December 2, 2019

SPC

RIA

CRD#: 110692

HONOLULU, HI

Past

August 2, 2011 - December 2, 2019

PARKLAND SECURITIES, LLC

CRD#: 115368

HONOLULU, HI

Past

January 3, 2007 - August 11, 2011

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

HONOLULU, HI

Past

April 19, 2001 - August 11, 2011

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

HONOLULU, HI

Past

December 13, 1996 - April 20, 2001

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

December 1, 1988 - December 31, 1989

DERAND/PENNINGTON/BASS, INC.

CRD#: 4679

Past

June 10, 1983 - December 7, 1988

E. A. BUCK CO., INC.

CRD#: 8587

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/18/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 3/19/2007

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2000

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 12/7/1996

Direct Participation Programs Representative Examination

Current Firm

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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Contact information

Main Address

4600 S. Syracuse Street Suite 650, Denver, CO 80237

Mailing Address

Phone number

(888) 210-6567

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	3,982
AUM (Assets Under Management)	$ 565,377,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lorin T. Chun

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

MADISON AVENUE SECURITIES, LLC

SPC

PARKLAND SECURITIES, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

IFG NETWORK SECURITIES, INC.

DERAND/PENNINGTON/BASS, INC.

E. A. BUCK CO., INC.

Primary Firm SEC Registration

BUCK WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2006

Series 63

Date: 2/1/1997

SIE

Date: 10/1/2018

Series 62

Date: 3/19/2007

Series 6

Date: 6/21/2000

Series 22

Date: 12/7/1996

Current Firm

BUCK WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCK WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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