Nathan Buckles, financial advisor Scottsdale AZ
69 score

Nathan Buckles

CRD Number: 5342230
Current Firm: Voya Financial Advisors, Inc.

Nathan Buckles (CRD# 5342230) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Silvertree Special Needs Planning Scottsdale, AZ Nov 2014 - Current 2
Voya Financial Advisors Scottsdale, AZ Sep 2014 - Current 2
Silvertree Financial Scottsdale, AZ Jul 2012 - Current 4
Ing Financial Partners Inc. Scottsdale, AZ Jul 2012 - Aug 2014 2
Bank Of America,na Phoenix, AZ Dec 2010 - Jul 2012 1
Chick Fil A Scottsdale, AZ Dec 2010 - Jul 2012 1
Merrill Lynch, Pierce, Fenner & Smith, Inc. Phoenix, AZ Sep 2010 - Jul 2012 1
Wells Fargo Bank Sun City West, AZ Mar 2010 - Sep 2010 < 1
Wells Fargo Investments, LLC Sun City West, AZ Mar 2010 - Sep 2010 < 1
Wachovia Securities, LLC Sun City, AZ Oct 2007 - Mar 2010 2
Wachovia Bank, N.a. Sun City, AZ Oct 2007 - Mar 2010 2
Bravo Pizzeria Sun City, AZ Oct 2007 - May 2008 < 1
Wachovia Securities, LLC Phoenix, AZ May 2007 - Oct 2007 < 1
Wachovia Bank, N.a. Phoenix, AZ May 2007 - Oct 2007 < 1
Bravo Pizzeria Phoenix, AZ Dec 2006 - Oct 2007 < 1
Buckles' Greenbelt, Inc. Tempe, AZ Aug 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Dec 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Nathan A. Buckles
Phone Number: 1-800-356-2906
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
69

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