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John Timothy Buckley

BUCKLEY INVESTMENT GROUP, LLC·WALLA WALLA, Washington
Series 7, Series 63, Series 65Clean record26 years registeredBUCKLEY INVESTMENT GROUP, LLC
13 1/2 E MAIN ST, WALLA WALLA, WA 99362CRD# 1961409Firm CRD# 128559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Timothy Buckley · WALLA WALLA, WA
Registration
CRD #1961409 · BUCKLEY INVESTMENT GROUP, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Sep 2023 – present
BUCKLEY INVESTMENT GROUP, LLC
Oct 2003 – Dec 2023
WALLA WALLA, WA
MCMILLEN & ASSOCIATES, INC.
Feb 2003 – May 2005
BOISE, ID
U.S. BANCORP PIPER JAFFRAY INC.
Apr 2000 – Jan 2003
WALLA WALLA, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 17, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUCKLEY INVESTMENT GROUP, LLC
CRD 128559 · SEC 801-78130
AUM
$95M
Regulatory assets under management
Employees
3
134 client accounts
Services offered by BUCKLEY INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUCKLEY INVESTMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does John Timothy Buckley offer?
John Timothy Buckley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALLA WALLA, Washington for a consultation.
What are John Timothy Buckley's credentials?
John Timothy Buckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Timothy Buckley located?
John Timothy Buckley is based in WALLA WALLA, Washington, working with BUCKLEY INVESTMENT GROUP, LLC. Their office serves clients in the WALLA WALLA metropolitan area and surrounding communities.
How does John Timothy Buckley charge for services?
John Timothy Buckley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKLEY INVESTMENT GROUP, LLC?
BUCKLEY INVESTMENT GROUP, LLC has approximately 3 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BUCKLEY INVESTMENT GROUP, LLC

Melissa Sue Buckley
WALLA WALLA, WA

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