CFP

Rebecca Buckley

44 Years of Experience

Las Vegas, NV

1 DisclosureSells Insurance

Rebecca Buckley is a CFP-designated registered investment advisor at Strategic Portfolio Advisors, based in Las Vegas, NV, with 44 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 90 clients with $97M in assets under management.

Strategic Portfolio Advisors

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$97.4M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10161 Park Run Drive, Suite 150, Las Vegas, NV, 89145

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History

Regulatory History (1)

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Regulatory

September 2018

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Rebecca is licensed to sell life and health insurance. This activity requires minimal time.

Employment History

Current Registrations

Strategic Portfolio Advisors

May 2009 - Present · 17 yrs

Previous Registrations

Strategic Portfolio Advisors

May 2009 - December 2014 · 5 yrs 7 mos

UBS Financial Services INC.

February 2001 - May 2009 · 8 yrs 3 mos

UBS Financial Services INC.Broker

January 2001 - May 2009 · 8 yrs 4 mos

Prudential Securities IncorporatedBroker

June 1983 - January 2001 · 17 yrs 7 mos

J Daniel Bell & Company, INC.Broker

February 1982 - February 1982 · 0 mos

Paine, Webber, Jackson & Curtis INC.Broker

January 1982 - June 1983 · 1 yr 5 mos

First Colorado Investments & Securities, INC.Broker

December 1981 - January 1982 · 1 mo

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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