Paul Buckley (CRD# 3214962) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Arlington, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 2931681
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Resource Partners Of New England | Arlington, MA | Mar 2024 - Current | < 1 |
| Usa Financial Securities | Ada, MI | Dec 2022 - Current | 1 |
| Star Market | Boston, MA | Nov 2021 - Current | 2 |
| Arlex Wealth Management | Arlington, MA | Mar 2014 - Mar 2024 | 10 |
| Arlex Insurance, Inc. | Arlington, MA | Dec 2010 - Mar 2024 | 13 |
| Ameritas Life Insurance Corp | Lincoln, NE | Aug 2005 - Dec 2022 | 17 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2005 - Dec 2022 | 17 |
| Star Market | Boston, MA | Jul 2018 - Oct 2020 | 2 |
| Financial Consulting Group | Watertwon, MA | Sep 2004 - Apr 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- CT
- FL
- GA
- ME
- MA
- NH
- NC
- RI
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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