Charles Buckland has been an investment adviser representative at Old North State Wealth Management since March 2014, and is not listed among the firm’s executive officers or direct owners.
Old North State Wealth Management, LLC is a Wilmington, NC firm with $453M under management, 484 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Charles Buckland is Financial Advisor of Old North State Wealth Management. He joined the firm in 2013, bringing over 20 years of experience in taxation and wealth management and specializing in US and international taxation, wealth preservation, retirement income planning and portfolio management for professionals, business owners, corporate executives and other individuals of substantial income or assets.
- – present · 12 yearsWilmington, NC · Adviser representative · Firm CRD 148659
Professional designations
Listed by Old North State Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Charles Buckland is registered as an investment adviser representative in North Carolina, since March 2014.
- North CarolinaSince 25 March 2014
Examinations
No examinations are on Charles Buckland’s record.
- Full name
- Charles Reginald Buckland
- CRD
- 6313926
- Firm
- Old North State Wealth Management · CRD 148659
- Office
- 1430 COMMONWEALTH DRIVE, SUITE 200, Wilmington, NC 28403
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onswm.com
Where does Charles Buckland work?
Charles Buckland is an investment adviser representative registered through Old North State Wealth Management, LLC since March 2014, and is not listed among the firm’s executive officers or direct owners.
Is Charles Buckland a financial advisor?
Yes. Charles Buckland has a current investment-adviser registration in North Carolina, through Old North State Wealth Management since March 2014.
How many years of experience does Charles Buckland have?
Charles Buckland has 12 years in the financial industry, since March 2014, across 1 adviser firm.
Where is Charles Buckland based?
Charles Buckland’s registered office is in Wilmington, NC.
Is Charles Buckland registered with FINRA?
No. Charles Buckland has no current broker registration.
How can I verify Charles Buckland’s record?
Search CRD 6313926 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Buckland’s full registration record.
