Richard W. Buchan
Professional summary
Richard Wayne Buchan, CFP®, who also goes by Richard W Buchan, is a registered financial advisor currently at 180 WEALTH ADVISORS, LLC located in Federal Way, Washington.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Richard has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Wayne Buchan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
April 7, 2017 - Present
180 WEALTH ADVISORS, LLC
Office #1: 32125 32nd Avenue South, Suite 100, Federal Way, WA 98001September 10, 1992 - April 11, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 25, 1990 - April 11, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
180 WEALTH ADVISORS, LLC
CRD#: 284921 / SEC#: 801-110219
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2017)
(4/7/2017)
Exams
Current Firm
180 WEALTH ADVISORS, LLC
CRD#: 284921 / SEC#: 801-110219
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,139 |
| AUM (Assets Under Management) | $ 1,056,000,000 |
Red Flags
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Company Information
180 WEALTH ADVISORS, LLC
CRD#: 284921Federal Way, WA 98001TRUST BUT VERIFY
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