Kevin
Buckley

Pensionmark Financial Group, LLC

CRD#2530103
Investment Advisor
in Wexford, PA

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About this Advisor

Kevin Buckley is a financial advisor based in Wexford, Pennsylvania with 8 years of relevant experience. Buckley is an employee of Pensionmark Financial Group, LLC. Throughout their career, they have worked at Nfp Securities, Inc, Axios Advisory Group LTD, Lpl Financial LLC, Independent Financial Partners, American Pension Benefits, Pensionmark Securities, LLC, Capfinancial Securities and Pensionmark Financial Group, LLC Dba/ Axios Advisory Group. Buckley maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, Georgia, Michigan, Ohio, Pennsylvania, South Carolina and Texas. Pensionmark Financial Group, LLC is an advisory business that has its headquarters in Santa Barbara, CA. The company has offices in 59 locations and a total of 244 people on staff. It manages $27 billion in total assets among its 7,380 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 142 charitable organizations. Of its 7,380 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Pensionmark Financial Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of financial services. Fee types charged by Pensionmark Financial Group, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

115 Vip Drive, Suite 120
Wexford, PA 15090

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

PA Average: $7,578,581,321
Total Number of Employees

244

PA Average: 43
Total Number of Accounts

7,380

PA Average: 3,727
Average Account Size

$3,607,399

PA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Buckley Work History

Kevin has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Pensionmark Securities, LLC

2015 - Present (9 years)

Pensionmark Financial Group, LLC Dba/ Axios Advisory Group

2004 - Present (20 years)

Axios Advisory Group LTD

1994 - Present (30 years)

American Pension Benefits

2015 - 2017 (2 years)

Capfinancial Securities

2014 - 2015 (1 year)

Lpl Financial LLC

2014 - 2015 (1 year)

Independent Financial Partners

2004 - 2014 (10 years)

Nfp Securities, Inc

*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 Kevin 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 Pensionmark Financial Group, LLC

Joshua Johnson
San Antonio, TX
Jason Aceituno
San Mateo, CA
Katherine Mach
Fort Mill, SC
Barry Toole
Santa Barbara, CA
Rogelio Rocha
Los Angeles, CA
Valerie Digennaro
Saint Petersburg, FL
Melanie Brown
South Burlington, VT
Erik Gotrik
Madison, WI

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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