Paul
Buckley

Usa Financial Securities Corporation

CRD#3214962
Investment Advisor
in Arlington, MA

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About this Advisor

Paul Buckley is a chartered financial consultant operating out of Arlington, Massachusetts with a total of 1 year of relevant experience. Buckley is an advisor for Usa Financial Securities Corporation. The advisor has gained experience at Ameritas Life Insurance Corp, Ameritas Investment Corp, Financial Consulting Group, National Association For Autism Research, Arlex Insurance, Inc, Arlex Wealth Management, Star Market and Usa Financial Securities. Buckley holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts, New Hampshire and North Carolina. Usa Financial Securities Corporation is a financial advisory firm based out of Ada, MI. The firm has offices in 126 locations and a total of 166 financial advisors. It oversees $224 million in total assets between its 1,433 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,433 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Usa Financial Securities Corporation performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules depend on which service is offered. However, fee types charged by Usa Financial Securities Corporation may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

485 Massachusetts Ave
Arlington, MA 02474

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$223,546,536

MA Average: $943,424,332
Total Number of Employees

166

MA Average: 21
Total Number of Accounts

1,433

MA Average: 1,586
Average Account Size

$155,999

MA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Buckley Work History

Paul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Usa Financial Securities

2021 - Present (3 years)

Star Market

2014 - Present (10 years)

Arlex Wealth Management

2010 - Present (14 years)

Arlex Insurance, Inc

2018 - 2020 (2 years)

Star Market

2005 - 2022 (17 years)

Ameritas Life Insurance Corp

2005 - 2022 (17 years)

Ameritas Investment Corp

2004 - 2017 (13 years)

Financial Consulting Group

2004 - 2013 (9 years)

National Association For Autism Research

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Buckley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usa Financial Securities Corporation

Kevin Dudka
Ada, MI
Michael Frantz
Ada, MI
Shannon Larosse
Ada, MI
Susan Green
Tustin, CA
Julie Haynor
Ada, MI
Kyle Beals
Raleigh, NC
Elissa Beimal
Ada, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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