Matthew Buckley, financial advisor Richmond VA

Matthew Buckley

CRD Number: 4274637
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Buckley (CRD# 4274637) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Richmond, VA and has over 20 years of experience in the finance industry. Matthew 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Richmond, VA Jun 2016 - Current 4
Townebank Richmond, VA Jun 2016 - Current 4
Raymond James Financial Services, Inc. Richmond, VA May 2016 - Current 4
Suntrust Investment Services, Inc. Atlanta, GA Apr 2012 - May 2016 4
Suntrust Bank Richmond, VA Apr 2012 - May 2016 4
Nutmeg Securities, LLC Westport, CT Oct 2010 - Apr 2012 1
Capital Advisory Group LLC Richmond, VA Jun 2010 - Apr 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Matthew J. Buckley
Phone Number: 727-567-3020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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