Featured Business Financial Advisor in Huntersville, NC
Huntersville Financial Advisors
Buoyant Financial
14311 Reese Blvd, Suite A2 #341
Huntersville, NC 28078
Phone Number
“We've got your future's back. ”
Advisor Profile
Glen McLaughlin
Name:  Glen McLaughlin
Website:  Visit Website
Disclosure Link:
http://buoyantfinancial.com/...

About Buoyant Financial

Buoyant offers end-to-end, holistic financial management through a process that will grow, change, and flex as you and your financial situation evolve. We begin by establishing a relationship, sitting down to map out your current financial life as well as your short- and long-term goals and needs. From there we look forward, building a solid plan to help you achieve a strong financial future.

Our approach is based on the belief that a client's interests should always come first. As a Registered Investment Advisor we have a fiduciary obligation to place the interests of the client first. But, to us, it's more than an obligation. Putting the client first is why we were established.

We're not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with "dual hats;" simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters.

Life is all about personal connections. Establishing and enriching connections with our clients as we guard their wealth is what puts a smile on our face at the end of the day. We engage mindfully with our clients as people, not merely as account numbers. Our job is to understand our clients, and their hopes, dreams, and fears. With that understanding comes a trusting relationship that is imperative to formulating a successful financial plan.
 

General Information

CRD#:    3074883
Firm CRD#:    289156
Name of Custodial Firm:    Shareholders Service Group
States Licensed in:    NC, TX
States Willing to do Business in:   
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    2
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 65, Series 63
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Flat Fee
Fee % Based on Assets:    0.80
 
 
 
Prepared By: Glen McLaughlin
 
 
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