Buck James Bandura

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Scottsdale, AZ
• 05/2006 → Present
  Matrix Wealth Management Inc
  Scottsdale, AZ

Other Businesses

GECKO LLC; NOT INV. RELATED; SCOTTSDALE, AZ; PARTNER; START DATE 5/2007; 1 HR PER MONTH.; CO-TRUSTEE FOR MATRIX WEALTH MANAGEMENT INC. 401K/DBP, INV RELATED, SCOTTSDALE, AZ, START: 12/16/2021, 2 HRS/MONTH, 2 HRS DURING TRADING, FINET PRACTICE 401K/DBP. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; TEMPE, AZ; START DATE 8/1/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. POWER OF ATTORNEY FOR FATHER; INV. RELATED; TEMPE, AZ; START DATE 8/1/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. AZ TO EL SALTO LLC ; INV RELATED; TEMPE, AZ; RENTAL INCOME; 100% OWNER% OWNERSHIP; START DATE: 02/18/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-26
• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Designations

• Certified Financial Planner