A complete list of active advisors currently associated with Buckram Securities Ltd

Warmer can help you find a great advisor at Buckram Securities Ltd or one who fits your needs even better.

Buckram Securities Ltd. provides investment advisory, brokerage and insurance services primarily to individual clients, including high‑net‑worth individuals and retirement accounts such as IRAs, SEPs and self‑employed 401(k) plans; the firm manages discretionary portfolios for 173 accounts with roughly $117 million in assets. The firm is registered with the SEC as an investment adviser, has operated as a broker‑dealer since 2003, and is licensed as an independent insurance agency authorized to sell life, health and annuity products. Investment management is delivered mainly through the firm‑sponsored Buckram Wealth Management Program, a wrap fee program under which Buckram typically has discretionary authority to construct diversified equity and fixed‑income portfolios and continuously manage client accounts. Financial Consultants use a mix of fundamental, technical and third‑party research to tailor strategies to client goals, and the firm generally recommends institutional mutual fund share classes while waiving most brokerage charges for wrap clients. What is distinctive about Buckram compared with many supported peers is its combination of roles: it acts as adviser, executing broker‑dealer and affiliated insurance agency, and it sponsors the wrap program — receiving the full wrap fee for program accounts. The brochure discloses the related potential conflicts (including mutual fund 12b‑1 payments and insurance commissions) and describes mitigations such as client disclosures, fee waivers and a preference for institutional share classes.

To learn more about the advisors currently working at Buckram Securities Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.