James Buckley (CRD# 4316696) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Colorado Springs, CO | May 2020 - Current | 4 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - May 2020 | 2 |
| Usaa Financial Planning Services | Colorado Springs, CO | Oct 2015 - May 2020 | 4 |
| Usaa Financial Advisors Inc. | Colorado Springs, CO | Aug 2015 - May 2020 | 4 |
| Usaa Financial Planning Services Insurance Agency | Colorado Springs, CO | May 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- CO
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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