Christopher Buckley
Christopher Buckley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Duluth, GA, with 13 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3237 Satellite Blvd., Ste. 425, Duluth, GA, 30096
Get directionsHistory
Regulatory History (1)
Financial
May 2016Other Business ActivitiesSells Insurance
Christopher is an advisory representative of a Registered Investment Advisor, the president of Allegro Wealth Advisors LLC, a choir director, a concert promoter, and a guitarist/musician. He is also an independent insurance agent for various independent insurance companies since 2004, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations7 states
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.