Branch Manager, Wealth Advisor @ (June 2004 - September 2014)
President and Chairman of the Board Of Governors @ Southside Businessmens Club (January 2009 - December 2010)
Vice President @ (January 1994 - January 2004)
Tim Buchanan Skills
Series 7
Retirement Planning
Retirement
Investments
Financial Services
Securities
Estate Planning
Wealth Management
Asset Allocation
Small Business
401k
Strategic Financial Planning
ETFs
FINRA
Life Insurance
Equities
Portfolio Management
Bonds
Long-term Care
Asset Managment
Strategic Planning
Long Term Care
Strategic Financial
Tim Buchanan Summary
Tim Buchanan, based in Jacksonville, FL, US, is currently a President and Managing Partner at BCI Wealth & Asset Management. Tim Buchanan brings experience from previous roles at NEXT Financial Group, Inc., Cetera Advisor Networks LLC, FSC Securities and Southside Businessmens Club. With a robust skill set that includes Series 7, Retirement Planning, Retirement, Investments, Financial Services and more. Tim Buchanan has 1 emails and 1 mobile phone numbers on RocketReach.
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