Unclaimed Profile

Richard Wayne Buchan

180 WEALTH ADVISORS, LLC·FEDERAL WAY, Washington

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record33 years registered180 WEALTH ADVISORS, LLC

32125 32ND AVENUE SOUTH, SUITE 100, FEDERAL WAY, WA 98001CRD# 2079127Firm CRD# 284921

Profile Verification

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

Identity

Richard Wayne Buchan · FEDERAL WAY, WA

Registration

CRD #2079127 · 180 WEALTH ADVISORS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

180 WEALTH ADVISORS, LLC

Apr 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 1992 – Apr 2017

FEDERAL WAY, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · September 10, 1992

Years registered · 33

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

180 WEALTH ADVISORS, LLC

CRD 284921 · SEC 801-110219

AUM

$853M

Regulatory assets under management

Employees

2,800 client accounts

Services offered by 180 WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 180 WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Wayne Buchan offer?

Richard Wayne Buchan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FEDERAL WAY, Washington for a consultation.

What are Richard Wayne Buchan's credentials?

Richard Wayne Buchan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Wayne Buchan located?

Richard Wayne Buchan is based in FEDERAL WAY, Washington, working with 180 WEALTH ADVISORS, LLC. Their office serves clients in the FEDERAL WAY metropolitan area and surrounding communities.

How does Richard Wayne Buchan charge for services?

Richard Wayne Buchan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 180 WEALTH ADVISORS, LLC?

180 WEALTH ADVISORS, LLC has approximately 8 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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