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KB

Kasey Buckner

21 Years of Experience
Keller, TX
BrokerSells Insurance

Kasey Buckner is a registered investment advisor, based in Keller, TX, with 21 years of industry experience.

Location

1670 Keller Parkway, Ste 200, Keller, TX, 76248

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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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Other Business ActivitiesSells Insurance

Kasey is the VP of Granite Benefits Inc, marketing and selling fixed insurance products, dedicating about 10-20% of their time to this. Kasey is also an advisory representative of CIRA, spending nearly full-time on this, and an independent insurance agent selling Medicare Supplement, LTC, and fixed insurance products, spending about 10-20% of their time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2016 - Present · 10 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Woodbury Financial Services, INC.
January 2012 - January 2016 · 4 yrs
Woodbury Financial Services, INC.Broker
April 2004 - January 2016 · 11 yrs 9 mos
State Registrations12 states
ALARAZCOFLGANCOKPATXVAWA
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.
Kasey Buckner - Financial Advisor | TrueAdvisor