William Buckman, financial advisor Bowling Green KY

William Buckman

CRD Number: 7739853
Current Firm: Dollars & Sense Financial Fitness

William Buckman (CRD# 7739853) is an Investment Advisor Representative working at Dollars & Sense Financial Fitness in Bowling Green, KY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Dollars & Sense Financial Fitness LLC Bowling Green, KY May 2023 - Current 1
Retired Bowling Green, KY Jan 2022 - Apr 2023 1
Lord Bowling Green, KY Apr 2004 - Dec 2021 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2023
Contact Info for William G. Buckman
Phone Number: 270-282-5279
Registered State(s):
  • KY
  • TX
Current Firm Details
Dollars & Sense Financial Fitness
Firm's CRD Number: 329901
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KY, TX

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