EB
EB

Elizabeth Buckly

14 Years of Experience
Simi Valley, CA
Broker

Elizabeth Buckly is a registered investment advisor, based in Simi Valley, CA, with 14 years of industry experience.

Location

Simi Valley, CA

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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 Activities

Elizabeth works full-time as Director, Retirement Operations of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. She also works part-time as a beauty consultant for Sephora, dedicating about 40% of her time to this role.

Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Assetmark Brokerage, LLC
November 2018 - Present · 7 yrs 6 mos
Assetmark, INC.
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
November 2010 - February 2018 · 7 yrs 3 mos
National Planning CorporationBroker
August 2010 - February 2018 · 7 yrs 6 mos
State Registrations14 states
AKARAZCAHIIDLAMTNVOKORTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.