Unclaimed Profile

Lee Shelley Buckner

GLC INVESTMENT ADVISORS, LLC·SAN FRANCISCO, California

Clean recordGLC INVESTMENT ADVISORS, LLC

451 JACKSON STREET, SAN FRANCISCO, CA 94111CRD# 1949754Firm CRD# 158414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lee Shelley Buckner · SAN FRANCISCO, CA

Registration

CRD #1949754 · GLC INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Shelley Buckner is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GLC INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GLC INVESTMENT ADVISORS, LLC

AUM

$86M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at GLC INVESTMENT ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1949754

Firm CRD# 158414

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Shelley Buckner offer?

Lee Shelley Buckner specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Lee Shelley Buckner's credentials?

Lee Shelley Buckner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Shelley Buckner located?

Lee Shelley Buckner is based in SAN FRANCISCO, California, working with GLC INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Lee Shelley Buckner charge for services?

Lee Shelley Buckner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLC INVESTMENT ADVISORS, LLC?

GLC INVESTMENT ADVISORS, LLC is a registered investment adviser with the SEC, managing $86M in regulatory assets under management. See their Form ADV for full details.

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