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Melissa Sue Buckley

BUCKLEY INVESTMENT GROUP, LLC·WALLA WALLA, Washington
Clean recordBUCKLEY INVESTMENT GROUP, LLC
13 1/2 E MAIN ST, WALLA WALLA, WA 99362CRD# 5607477Firm CRD# 128559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Sue Buckley · WALLA WALLA, WA
Registration
CRD #5607477 · BUCKLEY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Sue Buckley is a registered financial advisor based in WALLA WALLA, Washington, affiliated with BUCKLEY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BUCKLEY INVESTMENT GROUP, LLC
BUCKLEY INVESTMENT GROUP, LLC
AUM
$95M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BUCKLEY INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5607477
Firm CRD# 128559
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Sue Buckley offer?
Melissa Sue Buckley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALLA WALLA, Washington for a consultation.
What are Melissa Sue Buckley's credentials?
Melissa Sue Buckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Sue Buckley located?
Melissa Sue 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 Melissa Sue Buckley charge for services?
Melissa Sue 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

John Timothy Buckley
WALLA WALLA, WA

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