James
Buley

Lpl Financial LLC

CRD#2173184
Investment Advisor
in San Diego, CA
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About this Advisor

James Buley is a certified financial planner based out of San Diego, California, who has been in the industry for 14 years. Buley works at Lpl Financial LLC. They have worked at Lpl Financial Llc for their total career. Buley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Lpl Financial LLC is a business that has its headquarters in San Diego, California. The firm has offices in 8,011 locations and a total of 22,703 advisors. It handles $153 billion in assets under management between its 680,466 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules are based on which service is offered. However, fee types charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

10636 Scripps Summit Ct #140
San Diego, CA 92131-3979

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Buley Work History

James has 14 years of experience.

2004 - Present (15 years)

Lpl Financial LLC

Disclosures

James Buley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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