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Advisors / North Carolina / Shallotte
10yrs

John Ingraham

Financial advisor at Buck Wealth Strategies

Based in Shallotte, North Carolina, John Ingraham is a fiduciary financial advisor with 10 years of industry experience. John joined Buck Wealth Strategies in 2022, after six years at J. W. Cole Advisors. Buck Wealth Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 7 advisors with offices in Shallotte, and one of 7 fiduciaries.

Shallotte, NC 28470Fiduciary advisor

At a glance

Experience10 years (since 2016)
How that compares ?More experience than 52% of advisors at Buck Wealth Strategies
Office5039-5 Main St., Shallotte, NC 28470
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$323,930
Advisors at the firm50
States licensed ?1 state

Services through Buck Wealth Strategies

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. 2016 – 2022

Questions to ask John

Tailored to John’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Buck Wealth Strategies at (888) 210-6567 and ask for John Ingraham. John works from the Shallotte, NC office.

How long has John been a financial advisor?

John has been in the industry since 2016, about 10 years. More experience than 52% of advisors at Buck Wealth Strategies.

What licenses does John hold?

Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Buck Wealth Strategies reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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