Joe G. Buckalew

FIDUCIARYVEST

ATLANTA, GA

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CRD#: 1832857

Professional summary

Joe Gregg Buckalew, who also goes by Gregg Buckalew, J Gregg Buckalew, is a registered financial advisor currently at FIDUCIARYVEST, LLC located in Atlanta, Georgia.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joe has worked at 2 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregg Buckalew | J Gregg Buckalew

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.

G. BUCKALEW CAPITAL, LLC: (A) IS 100% OWNED BY JOE GREGG BUCKALEW, (B) IS AN INVESTMENT- RELATED SERVICE COMPANY WHICH DOES NOT PROVIDE INVESTMENT ADVISORY SERVICES AND (C)IS NON-AFFILITED WITH FIDUCIARYVEST, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Gregg Buckalew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

April 14, 2005 - Present

FIDUCIARYVEST, LLC

RIA

CRD#: 134351

ATLANTA, GA

Past

July 23, 2002 - April 8, 2004

CLARK SECURITIES, INC.

RIA

CRD#: 43803

ATLANTA, GA

Past

July 23, 2002 - January 11, 2005

CLARK SECURITIES, INC.

CRD#: 43803

GREENSBORO, NC

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".

FIDUCIARYVEST, LLC

CRD#: 134351 / SEC#: 801-63958

RIA

Registered Investment Advisory firm - (2/17/2005 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/14/2005)

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

Series 63

Date: 3/11/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/28/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/6/2002

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 4/26/1988

Non-Member General Securities Examination

Current Firm

FIDUCIARYVEST, LLC

CRD#: 134351 / SEC#: 801-63958

RIA

Registered Investment Advisory firm - (2/17/2005 Approved)

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Contact information

Main Address

5600 Roswell Road Building C, Atlanta, GA 30342

Mailing Address

Phone number

(404) 446-1270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2 - BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 4,403,994,687

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

Joe G. Buckalew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Gregg Buckalew's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARK SECURITIES, INC.

CLARK SECURITIES, INC.

Primary Firm SEC Registration

FIDUCIARYVEST, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/11/2002

Series 65

Date: 11/28/1995

Series 7

Date: 2/6/2002

Series 2

Date: 4/26/1988

Current Firm

FIDUCIARYVEST, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARYVEST, LLC

TRUST BUT VERIFY

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