James Buckley (CRD# 1625386) is an Investment Advisor Representative working at Buckley Financial Group in Daytona Beach, FL and has over 23 years of experience in the finance industry. James Buckley 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# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | Jul 2022 - Current | 1 |
| Securities America, Inc. | Daytona Beach, FL | Jul 2020 - Current | 3 |
| Securities America Advisors, Inc. | Daytona Beach, FL | Jul 2020 - Current | 3 |
| Investacorp Advisory Services | Miami Lakes, FL | Jul 2005 - Jul 2020 | 15 |
| Investacorp, Inc. | Miami Lakes, FL | Apr 1990 - Jul 2020 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
- FL
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Total Assets Under Management41MILLIONS
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Total Number of Accounts149ACCOUNTS
-
Average Account Value$273,735
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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