KB
KB

Krystal Buckley

13 Years of Experience
Providence, RI
Broker

Krystal Buckley is a registered investment advisor at Raymond James & Associates, INC., based in Providence, RI, with 13 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

100 Westminster Street Suite 1002, Providence, RI, 02903

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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.
July 2023 - Present · 3 yrs
Raymond James & Associates, INC.
July 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
July 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - July 2023 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - July 2023 · 8 yrs 2 mos
Morgan Stanley
February 2013 - May 2015 · 2 yrs 3 mos
Morgan StanleyBroker
November 2012 - May 2015 · 2 yrs 6 mos
State Registrations17 states
CACTFLMAMENCNHNJNYOHPARISCTXUTVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.