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Trent William Richardson

Advisor at Buck Wealth Strategies, LLC — Shallotte, NC

Updated today

Credentials

Series 63, Series 65

Experience

2 years

Location

Shallotte, NC 28470

Buck Wealth Strategies, LLC logo

Buck Wealth Strategies, LLC

Multi-team

Total advisors

48

Across 13 offices

Clients per advisor

57 Typical

Avg AUM per client

$323,930 Low

HNW client ratio

6% Low

About

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and having two years of industry experience. His background includes roles 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, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach with tactical asset allocation and routinely integrates options strategies and third-party money managers in portfolio implementation.

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

2 years of industry experience

Buck Financial Services - Outerbanks

2026 - Present • 1 year

Honolulu, HI

Buck Wealth Strategies

2026 - Present • 1 year

Honolulu, HI

Madison Avenue Securities

2026 - Present • 1 year

San Diego, CA

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

2026 - Present • 1 year

Honolulu, HI

Symphony One Capital Management, LLC

2025 - 2026 • 1 year

Dallas, TX

Equitable Advisors

2024 - 2025 • 1 year

New York, NY

Summer 1 LLC

2024 - 2024 • 1 year

Wilmington, NC

Solution Tree

2024 - 2024 • 1 year

Bloomington, IN

North Carolina National Guard

2024 - Present • 2 years

Winstom-Salem, NC

United States Army

2023 - 2024 • 1 year

Fort Sill, OK

Ready and Abel Construction

2023 - 2023 • 1 year

Bloomington, IN

B&L IT Services

2022 - 2022 • 1 year

Bloomington, IN

Comprehensive Financial Consultants

2021 - 2023 • 2 years

Bloomington, IN

Guys and Dollies

2021 - 2021 • 1 year

Bloomington, IN

B&L IT Services

2020 - 2020 • 1 year

Bloomington, IN

Monroe County Community School Operation

2020 - 2020 • 1 year

Bloomington, IN

B&L IT Services

2020 - 2020 • 1 year

Bloomington, IN

Electric Plus

2019 - 2019 • 1 year

Bloomington, IN

CS Property Management

2017 - 2021 • 4 years

Bloomington, IN

Baldy's Pizzeria

2017 - 2017 • 1 year

Bloomington, IN

Student

2014 - 2017 • 3 years

Bloomington, IN

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 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 one year of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Andalusian LLC from 2021 to 2024 and CVSA LLC from 2002 to 2021. Outside of finance, he is a keyboardist and vocalist involved in musical entertainment. Liberty Square serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term oriented investment process using fundamental and technical analysis to construct diversified portfolios primarily composed of ETFs and mutual funds, while also accommodating individual stocks, bonds, and legacy positions as 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
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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 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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John I

Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at J.W. Cole Advisors, Inc. for six years. Ingraham is also president of First Financial Education Centers, a business focused on insurance and annuities. 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 approach that emphasizes tactical asset allocation and sector rotation, integrating third-party money managers and unique strategies such as options trading.

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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