William Buckley, financial advisor Woodbury NJ

William Buckley

CRD Number: 3143007
Current Firm: Eagle Wealth Strategies

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.

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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
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.

Get Details on the FINRA Advisor Check site
Contact Info for William H. Buckley
Phone Number: 856-845-4005
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    498
    MILLIONS
  • Total Number of Accounts
    1,709
    ACCOUNTS
  • Average Account Value
    $291,573
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DE, FL, MD, NC, NJ, PA, TX, VA

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