Timothy M White
Investment Adviser Representative at BUCK Wealth Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy M. White is an investment adviser representative with BUCK Wealth Strategies, LLC in Shallotte, NC, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 5 firms, including Thrivent Investment Management Inc. and Cambridge Investment Research Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesJul 2014 – Feb 2020St Louis, MO
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 – Feb 2022Wilmington, NC
- BANK OF America, N.A.Jun 2020 – Jul 2022Wilmington, NC
- Cambridge Investment Research, Inc.Aug 2022 – Jun 2024Fairfield, IA
- Cambridge Investment Research Advisor, Inc.Aug 2022 – Jun 2024Fairfield, IA
- Thrivent Investment Management IncOct 2024 – Aug 2025Minneapolis, MN
- UnemployedFeb 2022 – Jul 2022Southport, NC
- unemployedJul 2024 – Sep 2024Southport, NC
- Thrivent FinancialOct 2024 – Feb 2025Appleton, WI
- Thrivent FinancialFeb 2025 – Aug 2025Appleton, WI
- Madison Avenue SecuritiesAug 2025 – no end date reportedSan Diego, CA
- Buck Wealth StrategiesAug 2025 – no end date reportedHonolulu, HI
- Buck Financial Services - Outer Banks LLCAug 2025 – no end date reportedHonolulu, HI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BUCK Wealth Strategies, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Denver, CO
- SEC file number:
- 801-126075
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 7, 2026
View full firm profileOther advisors at BUCK Wealth Strategies, LLC
Showing 12 of 47 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy M White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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