RB
RB

Robert Buckelew

31 Years of Experience
Manasquan, NJ
Broker

Robert Buckelew is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manasquan, NJ, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 Atlantic Avenue, Mallard Park Professional Building, Manasquan, NJ, 08736

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2011 - Present · 15 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - October 2009 · 1 yr 9 mos
Wells Fargo Advisors, LLC
January 2008 - October 2009 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
November 1994 - January 2008 · 13 yrs 2 mos
Thomas James Associates, INC.Broker
August 1994 - November 1994 · 3 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
May 1994 - September 1994 · 4 mos
State Registrations9 states
AZCODEFLMANJNYPAVA
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.