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Trent Richardson

Advisor at Buck Wealth Strategies, LLC

Updated today

Location

Shallotte, NC 28470

Credentials

Series 63, Series 65

Industry experience

1 year

About

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and one year 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 is a multi-advisor team managing approximately $565 million in discretionary assets for individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles using a variety of equity, fixed income, and fund vehicles.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting

Occupation focus

Based on Buck Wealth Strategies, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.

Percentage

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

Commissions

Insurance commissions received separately from advisory fees; commissions vary by product and carrier.

Project-based

Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.

Other

Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.

Location

5039 Main St., #5

Shallotte, NC 28470

Most active in

North Carolina

Work history

Buck Financial Services - Outerbanks

2026 - Present (1 year)

Buck Wealth Strategies

2026 - Present (1 year)

Madison Avenue Securities

2026 - Present (1 year)

E.A. Buck Insurance Inc. dba E.A. Buck Financial Services

2026 - Present (1 year)

Symphony One Capital Management, LLC

2025 - 2026 (1 year)

Equitable Advisors

2024 - 2025 (1 year)

Summer 1 LLC

2024 - 2024 (1 year)

Solution Tree

2024 - 2024 (1 year)

North Carolina National Guard

2024 - Present (2 years)

United States Army

2023 - 2024 (1 year)

Ready and Abel Construction

2023 - 2023 (1 year)

B&L IT Services

2022 - 2022 (1 year)

Comprehensive Financial Consultants

2021 - 2023 (2 years)

Guys and Dollies

2021 - 2021 (1 year)

B&L IT Services

2020 - 2020 (1 year)

Monroe County Community School Operation

2020 - 2020 (1 year)

B&L IT Services

2020 - 2020 (1 year)

Electric Plus

2019 - 2019 (1 year)

CS Property Management

2017 - 2021 (4 years)

Baldy's Pizzeria

2017 - 2017 (1 year)

Student

2014 - 2017 (3 years)

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 an investment advisor with Coastal Carolina Financial Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to founding Coastal Carolina Financial Partners in 2025, he worked at firms including FBA Wealth Management and The Prudential Insurance Company of America. He holds a North Carolina insurance license to offer life insurance and annuities as part of financial planning. Coastal Carolina Financial Partners LLC is an independent investment advisory firm serving individuals, some high-net-worth clients, and business clients. The firm employs a conservative investment approach based on fundamental security analysis and provides portfolio management on a non-discretionary basis, using Charles Schwab for execution and reporting.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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David P

Series 63, Series 65, Series 66

Bolivia, NC

Liberty Square Wealth Partners LLC

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with over 20 years of industry experience, including roles at Andalusian LLC and CVSA LLC. He holds Series 63, 65, and 66 designations. Outside of his advisory work, he is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through both discretionary and non-discretionary wealth management and financial planning. The firm follows a primarily long-term investment approach using ETFs, mutual funds, and individual securities, managing approximately $476 million in discretionary assets across two advisors.

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 43 years of industry experience. He has been with Riggs Asset Management since 1990. He holds the Series 63 and Series 65 designations. Riggs Asset Management serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs an investment process that includes a range of asset types and analysis methods, managing approximately $640 million in client assets.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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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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Evan C

Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

Evan Cutler is a Series 65 licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of his advisory role, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness through pushup events. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets across a multi-advisor team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
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John I

Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors, Inc. since 2016. In addition to his advisory role, he is president of First Financial Education Centers, an insurance and annuities business he has operated since 2004. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
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