KB
KB

Kevin Buckley

26 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Kevin Buckley is a registered investment advisor, based in Pittsburgh, PA, with 26 years of industry experience.

Location

1251 Waterfront Place, Suite 525,, Pittsburgh, PA, 15222

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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 ActivitiesSells Insurance

Kevin is a principal at American Pension Benefits, a retirement plan administration firm, dedicating about half of his time to running the company's operations, marketing, and sales. He is also a Managing Director/Agent at Axios Advisory Group, providing client advisory services and selling non-variable insurance, which takes about a quarter of his time.

Employment History
Current Registrations
Newedge Advisors
July 2025 - Present · 10 mos
Newedge Securities, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - July 2025 · 7 yrs 10 mos
World Investment Advisors, LLC
September 2015 - July 2025 · 9 yrs 10 mos
Capfinancial Securities, LLC.Broker
September 2015 - September 2017 · 2 yrs
Independent Financial Partners
July 2014 - September 2015 · 1 yr 2 mos
LPL Financial LLCBroker
June 2014 - September 2015 · 1 yr 3 mos
NFP Securities, INC.
January 2008 - July 2014 · 6 yrs 6 mos
NFP Securities, INC.Broker
April 2004 - July 2014 · 10 yrs 3 mos
Federated Securities CORP.Broker
February 1999 - September 2003 · 4 yrs 7 mos
State Registrations1 state
PA
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.
Kevin Buckley - Financial Advisor | TrueAdvisor