John Buckley (CRD# 1961409) is an Investment Advisor Representative working at Cwm, LLC in Walla Walla, WA and has over 34 years of experience in the finance industry.
CRD# 2680556
Cetera Investment Advisers LLC
CRD# 2134606
Raymond James Financial Services Advisors, Inc.
CRD# 4376924
Lifefocus Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Sep 2023 - Current | < 1 |
| Buckley Investment Group, LLC | Walla Walla, WA | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- WA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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