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 9 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 9
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
  • Total Number of Accounts
  • Average Account Value
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


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

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.