PB
PB

Paul Buckles

18 Years of Experience
Birmingham, MI
Broker

Paul Buckles is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2017 - Present · 8 yrs 8 mos
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - January 2017 · 4 yrs 3 mos
Chase Investment Services CORP.Broker
August 2008 - October 2012 · 4 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
October 2007 - July 2008 · 9 mos
State Registrations12 states
CACOFLILKYMAMINCOHTNUTWA
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.
Paul Buckles - Financial Advisor | TrueAdvisor