Carlton BuckleyCRD Number: 5359562
Current Firm: Capital Guardian Wealth Management, LLC
Carlton Buckley (CRD# 5359562) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in Winter Park, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Capital Guardianllc||Winter Park, FL||Nov 2013 - Current||3|
|Capital Guardian Wealth Management LLC||Winter Park, FL||Nov 2013 - Current||3|
|Bank Of America,na||Heathrow, FL||Sep 2009 - Nov 2013||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||May 2007 - Nov 2013||6|
|Ups||Orlando, FL||Oct 1991 - May 2007||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management480MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$230,895
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV