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Glen McLaughlin

Buoyant Financial

14311 Reese Blvd, Suite A2 #341

Huntersville, NC 28078
(704) 7560315

We've got your future's back.

About Buoyant Financial

Buoyant offers end-to-end, holistic financial management through a process that will grow, change, and flex as you and your financial situation evolve. We begin by establishing a relationship, sitting down to map out your current financial life as well as your short- and long-term goals and needs. From there we look forward, building a solid plan to help you achieve a strong financial future.

Our approach is based on the belief that a client's interests should always come first. As a Registered Investment Advisor we have a fiduciary obligation to place the interests of the client first. But, to us, it's more than an obligation. Putting the client first is why we were established.

We're not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with "dual hats;" simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters.

Life is all about personal connections. Establishing and enriching connections with our clients as we guard their wealth is what puts a smile on our face at the end of the day. We engage mindfully with our clients as people, not merely as account numbers. Our job is to understand our clients, and their hopes, dreams, and fears. With that understanding comes a trusting relationship that is imperative to formulating a successful financial plan.

General Information

Firm Start Year

2017

CRD#

3074883

Firm CRD#

289156

Name of Custodial Firm

Shareholders Service Group

States Licensed in

NC, TX

Years of Experience in Financial Services

21

Number of Years with Current Firm

2

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 65, Series 63

Compensation and Fees

Fee Structure

I am a fee-only financial professional

Compensation Methods

Flat Fee

Fee % Based on Assets

0.80

Education

Master of Business Administration - Finance

Queens University of Charlotte
2001 - 2005

Disclosures

http://buoyantfinancial.com/disclaimer/