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Slade R. Buell
ARCHER INVESTMENT
Burleson, TX 76028
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CRD#: 6381324
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Professional summary
Slade Ralen Buell is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Burleson, Texas.
Slade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Slade has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
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.
Buell-Hoover Consulting LLC~'NIR'~702 Oakwood Trail~Fort Worth~TX~76112~Other~Other~5/1/2016~120hrs~0hrs~pass through entity to pay myself as a contract accountant.|Overcash & Buell Inc.~'NIR'~131 NW Hillery , Ste B~Burleson~TX~76028~Accounting~Tax Preparation/Accounting~8/1/2013~160hrs~120hrs~Provide tax prep and accounting services.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 16, 2018 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 131 Nw Hillery St Suite B, Burleson, TX 76028RIA
CRD#: 136403
Burleson, TX
Past
January 4, 2018 - November 23, 2018
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Burleson, TX
Past
October 30, 2015 - November 23, 2018
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BURLESON, TX
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".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 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
Texas(11/16/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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Company Information
ARCHER INVESTMENT CORPORATION
CRD#: 136403Burleson, TX 76028TRUST BUT VERIFY
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