Paul Buckle (CRD# 6701459) is an Investment Advisor Representative working at Signal Advisors Wealth, LLC in Detroit, MI and has over 7 years of experience in the finance industry. Paul Buckle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signal Advisors Wealth, LLC | Detroit, MI | Jan 2024 - Current | < 1 |
| Lionhead Financial Planning, LLC | Asheville, NC | Sep 2020 - Current | 3 |
| Ae Wealth Management, LLC | Topeka, KS | Sep 2020 - Jan 2024 | 3 |
| Raymond Marx Financial Advisory Group, Inc. | Clearwater, FL | Sep 2016 - Sep 2020 | 4 |
| Raymond Marx Financial, Inc. | Clearwater, FL | Feb 2015 - Sep 2020 | 5 |
| Horter Investment Management | Cincinnati, OH | Jun 2017 - Nov 2017 | < 1 |
| Pricewaterhousecoopers | Fort Lauderdale, FL | Sep 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- NC
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Total Assets Under Management465MILLIONS
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Total Number of Accounts5,217ACCOUNTS
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Average Account Value$89,183
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, CA, CO, CT, FL, IA, ID, IL, IN, KS, LA, MD, MI, MN, MS, NC, NJ, OH, SC, TN, TX, VA, WA
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