Robert Buckley is a registered investment advisor at H&m Financial Advisors, based in Marion, OH, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
H&M Financial Advisors does not directly charge fees. Fees are charged by Pinnacle Advisors. H&M Financial Advisors receives a portion of the fees Pinnacle charges.
Location
181 E. Center St., Marion, OH, 43302
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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.
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Robert is a partner with Holbrook & Manter, a non-investment related CPA firm. He works there full-time.
Employment History
Current Registrations
H&m Financial Advisors
State Registrations1 state
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.