Sean BuckleyCRD Number: 5890148
Current Firm: Securities America Advisors, Inc.
Sean Buckley (CRD# 5890148) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Worthington, OH and has over 4 years of experience in the finance industry. Sean Buckley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Securities America Advisors||Lavista, NE||Mar 2011 - Current||5|
|Securities America, Inc.||West Chester, OH||Feb 2011 - Current||5|
|Columbus City Schools||Columbus, OH||Jul 2009 - Feb 2011||1|
|Antioch Mcgregor Universtiy||Yellow Springs, OH||Aug 2007 - Jun 2009||1|
|Reading Town||Little Neck, NY||Jul 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV