Terry Buffalo
Buffalo Financial Solutions, LLC

Tel: (501) 379-9878
425 W. Capital Ave, Ste 1534
P O Box 1260
Little Rock, AR 72201

Prosperity


About Buffalo Financial Solutions, LLC

Our mission is to provide an unequaled experience for our client through creative, personalized and exemplary services. To do this we utilize customized and skillfully crafted financial solutions that consistently strive to exceed our clients expectations.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.


General Information

Firm Start Year:   2013
Name of Custodial Firm:   Interactive Brokers
States Licensed in:   AR
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses , Individual Investors


Services

Investment Types:   Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   At my office , At your office , Via phone , Via email , At your home


Qualifications & Memberships

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
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


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Hourly , Based on Assets
Fee % Based on Assets:   1% max
Hourly Rate:   $250. max
Additional Details on Charges:   Performance fees vs %AUM if invester is accredited.
Minimum Fee Charged for Managed Accounts:   $1,000.00
Minimum Fee Charged for Hourly Planning Accounts:   $150.00


Terry Buffalo

Terry Buffalo


Mr. Buffalo has more than 25 years of experience in the securities industry with a focused expertise in the fixed income market. Terry has established a fixed income trading desk for several firms, introduced numerous new products and trained representatives on fixed income products. Terry has written several articles in industry publications over the years and is recognized as an authority on bonds. Terry is currently the Managing Member of Buffalo Financial Solutions, LLC which is a registered investment advisory firm in the State of Arkansas. Prior to forming Buffalo Financial Solutions, LLC, Terry was the CEO of a mid-sized Broker/Dealer and RIA Firm located in Illinois for more than 11 years. Earlier in his career, Terry worked in the high yield bond markets at one of the first bond trading firms, Mabon Securities Corp. in New York. Terry earned a Bachelor's Degree from the University of Arkansas and holds the Series 6, 7, 24, 53, 63, 66, 79 and 99 securities licenses.

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My Services


Financial Advice & Consulting

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services.


Financial Planning for Individuals

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services.


Financial Planning for Businesses

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM

Compensation Arrangements

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