James R. Bucheister

NORTH COAST ASSET MANAGEMENT

WINDSOR, CA 95492

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CRD#: 4721224

Professional summary

James Ray Bucheister is a registered financial advisor currently at NORTH COAST ASSET MANAGEMENT, INC. located in Windsor, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. James has worked at 1 firm and has passed the Series 65 exam.

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.

CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Ray Bucheister's 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

May 8, 2002 - Present

NORTH COAST ASSET MANAGEMENT, INC.

Office #1: 8733 Lakewood Drive Suite C, Windsor, CA 95492

RIA

CRD#: 119226

WINDSOR, CA

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

California
(5/8/2002)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/1999

Uniform Investment Adviser Law Examination

Current Firm

NORTH COAST ASSET MANAGEMENT, INC.

NCAM WEALTH ADVISORS | NORTH COAST ASSET MANAGEMENT, INC.

CRD#: 119226 / SEC#:

California

Registered Investment Advisory firm - (5/8/2002 Approved)

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Contact information

Main Address

9051 Conde Lane, Windsor, CA 95492

Mailing Address

Phone number

(707) 837-9500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 15,334,194

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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James R. Bucheister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Ray Bucheister's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH COAST ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/1999

Current Firm

NORTH COAST ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORTH COAST ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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