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Timothy M White

Advisor at Buck Wealth Strategies, LLC — Shallotte, NC

Updated today

Credentials

Series 66

Experience

11 years

Location

Shallotte, NC 28470

Buck Wealth Strategies, LLC logo

Buck Wealth Strategies, LLC

Multi-team

Total advisors

47

Across 13 offices

Clients per advisor

58 Typical

Avg AUM per client

$323,930 Low

HNW client ratio

6% Low

About

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Cambridge Investment Research, and Thrivent Financial. He is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and frequently uses options strategies and outside money managers to implement client portfolios.

Client services

Based on Buck Wealth Strategies, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Buck Wealth Strategies, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management

Occupation focus

Based on Buck Wealth Strategies, LLC

Founder/Business Owner Executive

Demographic focus

Based on Buck Wealth Strategies, LLC

Established Professionals

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Fee options

Fixed

Retirement Plan Advisory Services flat fees range from $2,500 to $50,000, negotiated with plan sponsors.

Percentage

Up to 1.50% annually, negotiable based on account size, portfolio complexity, and other factors

Commissions

Commission fees may be received from insurance product sales by dually licensed representatives; commission amounts vary.

Project-based

Financial planning services may be charged hourly at $400/hour if plan is terminated early.

Other

Account minimum: $25,000 Fee-only: Financial planning fees negotiated case-by-case, typically collected 50% upon signing, 50% upon delivery, hourly rate $400/hour if terminated early.

Location

See office

Shallotte, NC

5039 Main St., #5

Shallotte NC 28470

Advisors at this office

4

Most active in

North Carolina

Work history

11 years of industry experience

Madison Avenue Securities

2025 - Present • 1 year

San Diego, CA

Buck Wealth Strategies

2025 - Present • 1 year

Honolulu, HI

Buck Financial Services - Outer Banks LLC

2025 - Present • 1 year

Honolulu, HI

Thrivent Financial

2025 - 2025 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2024 - 2025 • 1 year

Minneapolis, MN

Thrivent Financial

2024 - 2025 • 1 year

Appleton, WI

UNEMPLOYED

2024 - 2024 • 1 year

Southport, NC

Cambridge Investment Research, Inc.

2022 - 2024 • 2 years

Fairfield, IA

Cambridge Investment Research Advisor, Inc.

2022 - 2024 • 2 years

Fairfield, IA

Unemployed

2022 - 2022 • 1 year

Southport, NC

Bank Of America, N.a.

2020 - 2022 • 2 years

Wilmington, NC

Merrill

2020 - 2022 • 2 years

Wilmington, NC

Edward Jones

2014 - 2020 • 6 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian H

Series 63, Series 65

Bolivia, NC

Coastal Carolina Financial Partners LLC

Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

Active portfolio management Options & derivatives strategies
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David P

Series 65, Series 63, Series 66

Bolivia, NC

Liberty Square Wealth Partners LLC

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with Series 65, 63, and 66 credentials and one year of industry experience. He previously worked at Andalusian LLC for three years and CVSA LLC for nineteen years. Outside of his advisory role, he is a keyboardist and vocalist involved in musical entertainment. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios that emphasize ETFs and mutual funds while allowing individual securities when appropriate.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Robert G

Series 63, Series 65

Bolivia, NC

Riggs Asset Management Co Inc

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 44 years of industry experience. He has been with Riggs Asset Management since 1990. He holds Series 63 and Series 65 designations. Riggs Asset Management provides discretionary investment management and limited consultation on non-investment matters to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers family-office style services and employs a diversified investment approach that includes individual equities, fixed income, ETFs, mutual funds, and may incorporate cryptocurrency exposure via ETFs.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
user avatar

Herman D

ChFC®, Series 63

Little River, SC

Macro Advisors, Inc.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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Trent R

Series 65, Series 63

Shallotte, NC

Buck Wealth Strategies, LLC

Trent Richardson is a financial advisor at Buck Wealth Strategies, LLC in Shallotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, notably incorporating options strategies and third-party money managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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Evan C

Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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