Paul August Buckle

Current Employers

Employment History

• 02/2015 → 09/2020
  Raymond Marx Financial, Inc.
  Clearwater, FL
• 09/2016 → 09/2020
  Raymond Marx Financial Advisory Group, Inc.
  Clearwater, FL
• 06/2017 → 11/2017
  Horter Investment Management
  Cincinnati, OH
• 09/2020 → 01/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2020 → Present
  Lionhead Financial Planning, Llc
  Asheville, NC
• 01/2024 → Present
  Signal Advisors Wealth, Llc
  Detroit, MI

Previous Registrations

• 2020-09-15 → 2024-01-22
  Ae Wealth Management, Llc
  Asheville, NC
  Greenville, SC
  Asheville, NC
  Asheville, NC
• 2016-11-21 → 2020-10-28
  Raymond Marx Financial Advisory Group Inc.
  Asheville, NC
  Clearwater, FL
  Asheville, NC
• 2017-06-13 → 2017-11-17
  Horter Investment Management, Llc
  Asheville, NC
  Clearwater, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-21

Designations