William Buckley (CRD# 3143007) is an Investment Advisor Representative working at Eagle Wealth Strategies in Woodbury, NJ and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Wealth Strategies LLC | West Deptford, NJ | Mar 2023 - Current | 1 |
N/a | Woodbury, NJ | May 2011 - Current | 12 |
Basll & Buckley LLP | Woodbury, NJ | Jan 1968 - Current | 56 |
Raymond James Financial Servies Advisors Inc. | West Deptford, NJ | Mar 2013 - Mar 2023 | 10 |
Raymond James Financial Services, Inc. | West Deptford, NJ | Oct 1998 - Mar 2023 | 24 |
Executor | Wenonah, NJ | Sep 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1999 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
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.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management498MILLIONS
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Total Number of Accounts1,709ACCOUNTS
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Average Account Value$291,573
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
DE, FL, MD, NC, NJ, PA, TX, VA
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