Kevin Buckley (CRD# 2530103) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wexford, PA and has over 19 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Wexford, PA | Sep 2017 - Current | 6 |
| Pensionmark Financial Group, Llc Dba/ Axios Advisory Group | Santa Barbara, CA | Sep 2015 - Current | 8 |
| Axios Advisory Group Ltd. | Wexford, PA | Jan 2004 - Current | 20 |
| American Pension Benefits | Wexford, PA | Dec 1994 - Current | 29 |
| Capfinancial Securities | Raliegh, NC | Sep 2015 - Sep 2017 | 2 |
| Lpl Financial LLC | Wexford, PA | Jun 2014 - Sep 2015 | 1 |
| Independent Financial Partners | Wexford, PA | Jun 2014 - Sep 2015 | 1 |
| Nfp Securities, Inc. | Austin, TX | Apr 2004 - Jun 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- PA
- TX
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Total Assets Under Management37,760MILLIONS
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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