Paul A. Buckle
SIGNAL ADVISORS WEALTH
Asheville, NC 28803
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CRD#: 6701459
Professional summary
Paul August Buckle, CFP® is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Asheville, North Carolina.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Paul has worked at 4 firms 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.
1.) LIONHEAD FINANCIAL PLANNING; YES INVESTMENT RELATED; 28 SCHENCK PARKWAY BLDG 2B SUITE 200 ASHEVILLE, NC 28803; INSURANCE SALES; OWNER/CEO; START DATE 09/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
2.) PAUL BUCKLE CPA, PC. NOT INVESTMENT RELATED; 28 SCHENCK PARKWAY BLDG 2B SUITE 200 ASHEVILLE, NC 28803; TAX CONSULTING SERVICE; CEO; START DATE 11/2018; TIME SPENT IS INCORPORATED INTO THE FINANCIAL PLANNING PROCESS AS NEEDED.
CRS (Client Relationship Summary) - RIA
Click below to view Paul August Buckle'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®
CFP®
Start date: 2019
Experience
Current
January 22, 2024 - Present
SIGNAL ADVISORS WEALTH, LLC
Office #1: 3 Walden Ridge Drive, Suite 350, Asheville, NC 28803RIA
CRD#: 301086
Asheville, NC
Past
September 15, 2020 - January 22, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Greenville, SC
Past
June 13, 2017 - November 17, 2017
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Asheville, NC
Past
November 21, 2016 - October 28, 2020
RAYMOND MARX FINANCIAL ADVISORY GROUP INC.
RIA
CRD#: 144687
Asheville, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
CRD#: 301086 / SEC#: 801-127017
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)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
North Carolina(1/22/2024)
Current Firm
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
CRD#: 301086 / SEC#: 801-127017
RIA
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Contact information
Main Address
1555 Broadway St, Detroit, MI 48226
Mailing Address
Phone number
+1 (866) 774-4625
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,250 |
| AUM (Assets Under Management) | $ 1,352,814,108 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SIGNAL ADVISORS WEALTH, LLC
CRD#: 301086Asheville, NC 28803TRUST BUT VERIFY
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