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LT

Lynn B. Thurgood

BUCK WEALTH STRATEGIES
Rio Rancho, NM 87124
Some features on this profile are disabled
CRD#: 2721398
LT

Professional summary

Lynn Blair Thurgood, CLU® is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Rio Rancho, New Mexico.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lynn has worked at 11 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) INSURANCE NETWORK INC.INDEPENDENT LIFE INS AGENCY THAT ACTS AS GA FOR VARIOUS LIFE, HEALTH DIS & FIXED ANNUITY CARRIERS. Your position: SOLE OWNER AND PRESIDENT/MANAGING MEMBER OF LLC Start Date: 10/95 160 HOURS/MO 2) E.A. Buck Financial Services - ACTIVITY IS PRIMARILY IN RECRUITING MARKETING & SALES/SERVICE ACTIVITY FOR GROUP & INDIVIDUAL HEALTH AND LIFE PLANS AND TAX DEFERRED FIXED ANNUTIES, AND MANAGED MONEY ACCOUNTS. 120HOURS/MO ARE DUR TRAD HRS. AGENT FOR SEV INCS CO'S SELL FIXED ANN,LIFE,DIS & HLTH INS., Start Date 11/2023 3) LDT;I AM MANAGING MEMBER OF LDT Enterprises, LLC OWNS THE BUILDING & LEASES OFFICE SPACE TO DIFFERENT ENTITIES Your position: Manager Start Date: 01/2015 business per month: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Blair Thurgood'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®
CLU®

Chartered Life Underwriter

Experience

Current

November 28, 2023 - Present

BUCK WEALTH STRATEGIES, LLC

Office #1: 481 Quantum Rd Ne, Rio Rancho, NM 87124
RIA
CRD#: 322138
Rio Rancho, NM
Past

April 25, 2023 - November 27, 2023

PORTSIDE WEALTH GROUP, LLC

RIA
CRD#: 325175
Rio Rancho, NM
Past

April 14, 2020 - June 23, 2023

TOWNSQUARE CAPITAL, LLC

RIA
CRD#: 288576
Rio Rancho, NM
Past

March 19, 2014 - May 26, 2020

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
RIO RANCHO, NM
Past

October 7, 2009 - March 10, 2014

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
RIO RANCHO, NM
Past

July 23, 2007 - February 20, 2008

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
RIO RANCHO, NM
Past

January 23, 2006 - August 9, 2007

EQUITY SERVICES, INC.

BD
CRD#: 265
RIO RANCHO, NM
Past

August 15, 2002 - January 28, 2004

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

July 13, 2001 - July 2, 2002

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

October 6, 1999 - July 10, 2001

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

October 8, 1996 - September 27, 1999

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

April 29, 1996 - August 28, 1996

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH

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".
BW
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.

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
Colorado
(11/28/2023)
IAR
New Mexico
(11/28/2023)
IAR
Texas
(11/28/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/22/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 4/26/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
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
66

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,982
AUM (Assets Under Management)$ 565,377,646

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

BUCK WEALTH STRATEGIES, LLC

CRD#: 322138Rio Rancho, NM 87124

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