Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
James Buley Work History
James has 14 years of experience.
Lpl Financial LLC
James Buley has no disclosures.
Please visit their SEC profile for more details.