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Charles Kelly Buckley

SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.·NICHOLASVILLE, Kentucky
Unclaimed Profile
105 WIND HAVEN DRIVE, NICHOLASVILLE, KY 40356CRD# 1752633Firm CRD# 125147
01

About

Charles Kelly Buckley is a registered financial advisor based in NICHOLASVILLE, Kentucky, affiliated with SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
AUM
$321M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1752633
Firm CRD# 125147
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Kelly Buckley offer?
Charles Kelly Buckley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NICHOLASVILLE, Kentucky for a consultation.
What are Charles Kelly Buckley's credentials?
Charles Kelly Buckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Kelly Buckley located?
Charles Kelly Buckley is based in NICHOLASVILLE, Kentucky, working with SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.. Their office serves clients in the NICHOLASVILLE metropolitan area and surrounding communities.
How does Charles Kelly Buckley charge for services?
Charles Kelly Buckley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.?
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. has approximately 10 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NICHOLASVILLE
Paul Victor Hamilton — HAMILTON, PAUL VICTORChristopher Brian Edney — SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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