Melissa Buckley, financial advisor Walla Walla WA
93 score

Melissa Buckley

CRD Number: 5607477
Current Firm: Buckley Investment Group, LLC

Melissa Buckley (CRD# 5607477) is an Investment Advisor Representative working at Buckley Investment Group, LLC in Walla Walla, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Buckley Investment Group, LLC Walla Walla, WA May 2008 - Current 8
Banner Bank Walla Walla, WA Oct 2006 - May 2008 1
Windermere Real Estate Walla Walla, WA Aug 2005 - Oct 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Melissa S. Buckley
Phone Number: 509-522-1600
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $388,018
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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