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Fran Buckley

32 Years of Experience
Princeton, NJ
Broker

Fran Buckley is a registered investment advisor at Wells Fargo Advisors, based in Princeton, NJ, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

182 Nassau St, Ste 304, Princeton, NJ, 08542

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Fran has ownership stakes in Par 3 Investments and Kentucky Mining Partners, both coal mining ventures, and spends minimal time on these. Fran also owns 50% of Princeton Wealth Management Group LLC, subleasing office space, and 100% of Sparrow Financial LLC, a financial practice, dedicating full-time hours to the latter.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Advisors
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - June 2012 · 4 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2012 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.
September 2003 - January 2008 · 4 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
March 2003 - January 2008 · 4 yrs 10 mos
AXA Advisors, LLCBroker
December 2002 - March 2003 · 3 mos
Olde Discount CorporationBroker
September 1989 - April 1998 · 8 yrs 7 mos
B C Financial CorporationBroker
November 1988 - March 1989 · 4 mos
State Registrations29 states
ARAZCACOCTDEFLGAHIMAMDMEMIMNMTNCNJNVNYOHPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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.