Perry Buckman

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 → 11/2016
  Wells Fargo Advisors Llc
  Scottsdale, AZ
• 11/2016 → 11/2019
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 11/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ

Previous Registrations

• 2009-11-09 → 2019-11-06
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 2006-09-12 → 2007-06-26
  Ubs Financial Services Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

BUCKMAN FAMILY INVESTMENT CORP, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START 11/1/2019, 160 HOURS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.; BUCKMAN AND CORNING FINANCIAL STRATEGIES GROUP LLC, INV RELATED, SCOTTSDALE, AZ, 50% OWNERSHIP, START 11/1/2019, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR FATHER, INV RELATED, SCOTTSDALE, AZ, START: 1/31/2024, 40 HOURS PER MONTH, 0 HOURS DURING TRADING. POWER OF ATTORNEY FOR MOTHER, INV RELATED; SCOTTSDALE, AZ; START: 12/6/2024; 10 HOURS PER MONTH; 8 HOURS DURING TRADING. BUCKMAN GP, LLC ; INV RELATED;SCOTTSDALE,AZ; PARTNERSLLC/MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 06/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  1999-05-27

Other Names

• Perry Andrew Buckman