RB
Robert A. Buckley
H&M FINANCIAL ADVISORS
MARION, OH 43302
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CRD#: 4550246
RB
Professional summary
Robert Allan Buckley is a registered financial advisor currently at H&M FINANCIAL ADVISORS located in Marion, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
A PARTNER WITH HOLBROOK & MANTER, A NON-INVESTMENT RELATED CPA FIRM, WORKING 160 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Robert Allan Buckley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 1, 2000 - Present
H&M FINANCIAL ADVISORS
Office #1: 181 E. Center St., Marion, OH 43302RIA
CRD#: 121115
MARION, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(8/1/2000)
Current Firm
HF
H&M FINANCIAL ADVISORS
H&M FINANCIAL ADVISORS | H&M FINANCIAL ADVISORS, LLC
CRD#: 121115 / SEC#:
Ohio
Registered Investment Advisory firm - (5/23/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
181 East Center St, Marion, OH 43302
Mailing Address
Phone number
(740) 387-8620
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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