BT
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Brandon Alexander Thurgood

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,371 clients
Average Client Portfolio
$238K average
Assets Under Management
$565.4M

Fee Structure

Minimum Investment:$25K
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Location

481 Quantum Rd NE, Rio Rancho, NM, 87124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brandon offers fixed life and health insurance, as well as fixed annuities, through E.A. Buck Financial Services. This activity takes nearly full-time hours and occurs during trading hours.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Portside Wealth Group, LLC
April 2023 - November 2023 · 7 mos
Townsquare Capital, LLC
April 2020 - June 2023 · 3 yrs 2 mos
Horter Investment Management, LLC
April 2018 - May 2020 · 2 yrs 1 mo
State Registrations2 states
NMTX
Advisor
Exams
No exam information available for this advisor.