Paul Buckley
Paul Buckley is a ChFC-designated registered investment advisor at USA Financial Securities Corporation, based in Worcester, MA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USA Financial Securities offers two advisory account management options:
- Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
- Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.
Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.
Location
255 Park Ave. Suite 1000, Worcester, MA, 01609
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2026Other Business ActivitiesSells Insurance
Paul is the President and Owner of Arlex Wealth Management LLC, dba Financial Resource Partners of New England, where he oversees sales and operations, including fixed insurance policies, dedicating about a quarter of his time. He also works part-time as a key holder at Star Market, but this takes minimal time.
Employment History
Current Registrations
USA Financial Securities LLCBroker
USA Financial Securities Corporation
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Compass Capital Corporation
Compass Securities CorporationBroker
Eastern Point Advisors INC.
Investors Capital CORP.Broker
New England SecuritiesBroker
State Registrations9 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.