James Buckley
James Buckley is a CFP-designated registered investment advisor at Buckley Financial Group, based in Daytona Beach, FL, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 102 clients with $47M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
444 Seabreeze Blvd, Suite 660, Daytona Beach, FL, 32118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner and agent of Buckley Financial Group, Inc., a registered investment advisor. While he maintains his insurance licenses to review and advise on clients' insurance policies, he does very little variable annuity business and no traditional insurance business, dedicating minimal time to these activities.
Employment History
Current Registrations
Buckley Financial Group
Fortune Financial Services, INC.Broker
Fortune Financial Services, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Anchor National Financial Services, INC.Broker
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations5 states
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.