Joseph Buckley (CRD# 3276129) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lexington, MA and has over 24 years of experience in the finance industry. Joseph 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# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookline Bank | Natick, MA | Jul 2023 - Current | < 1 |
| Infinex Investments, Inc. | Meriden, CT | Jul 2023 - Current | < 1 |
| Lpl Financial LLC | Wellesley, MA | Aug 2022 - Jul 2023 | < 1 |
| Lpl Financial LLC | Wellesley, MA | Aug 2022 - Jul 2023 | < 1 |
| People's United Advisors | Wellesley, MA | May 2018 - Aug 2022 | 4 |
| People's Securities, Inc. | Wellesley, MA | Jun 2003 - Aug 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
- MA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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