Matthew Buckley
Matthew Buckley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Richmond, VA, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
800 East Canal Street, Suite 700, Richmond, VA, 23219
Get directionsHistory
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 Activities
Matthew is an associate/employee at TowneBank since 2016. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Nutmeg Securities, LLCBroker
Capital Advisory Group
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations8 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.