Bud Lavery
Professional summary
Bud Lavery, who also goes by Bernard Lee Lavery Jr, Bud Reiter-lavery, is a registered financial advisor currently at CAPSTONE WEALTH PARTNERS located in Reno, Nevada.
Bud is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bud has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bud Lavery's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 21, 2023 - Present
CAPSTONE WEALTH PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2023)
(11/21/2023)
(11/21/2023)
(11/21/2023)
Current Firm
CAPSTONE WEALTH PARTNERS
CRD#: 152524 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 577 |
| AUM (Assets Under Management) | $ 114,862,553 |
Red Flags
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