GC
Goeun E. Choi
BUCHANAN WEALTH MANAGEMENT
Reston, VA 20190
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CRD#: 6964788
GC
Professional summary
Goeun Eun Choi, CFP®, who also goes by Go Eun Choi, is a registered financial advisor currently at BUCHANAN WEALTH MANAGEMENT located in Reston, Virginia and LPL FINANCIAL LLC located in Reston, Virginia.
Goeun is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Goeun has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Go Eun Choi
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) 9/26/18- Buchanan Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Reston, VA 2) 3/14/2023 - Buchanan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/28/2023 - 40 Hours Per Month/1 Hours During Securities Trading 3) 3/14/2023 - Buchanan Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 02/28/2023 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Buchanan Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Goeun Eun Choi'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®
Experience
Current
February 28, 2023 - Present
BUCHANAN WEALTH MANAGEMENT
Office #1: 11710 Plaza America Drive Suite 2000, Reston, VA 20190RIA
CRD#: 316629
Reston, VA
Current
November 21, 2018 - Present
LPL FINANCIAL LLC
Office #1: 11710 Plaza America Dr #2000, Reston, VA 20190RIA
BD
CRD#: 6413
RESTON, VA
Past
March 29, 2019 - February 1, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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
BUCHANAN WEALTH MANAGEMENT
BUCHANAN WEALTH MANAGEMENT | BUCHANAN WEALTH MANAGEMENT, LLC
CRD#: 316629 / SEC#: 801-122567
RIA
Registered Investment Advisory firm - (10/27/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Virginia(12/17/2018)
IAR
Virginia(2/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BUCHANAN WEALTH MANAGEMENT
BUCHANAN WEALTH MANAGEMENT | BUCHANAN WEALTH MANAGEMENT, LLC
CRD#: 316629 / SEC#: 801-122567
RIA
Registered Investment Advisory firm - (10/27/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190
Mailing Address
Phone number
(703) 956-2633
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 417 |
| AUM (Assets Under Management) | $ 157,319,802 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
