Best Investors Account Sign in
Claim This Profile
Current Employers
Buckley Financial Group

444 Seabreeze Blvd Suite 660, Daytona Beach, FL 32118 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-15
  • FL RA
    APPROVED
    Since 2022-07-15

Branch Locations

444 Seabreeze Blvd Suite 660, Daytona Beach, FL 32118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investacorp, Inc. Miami Lakes FL 04/1990 07/2020
Investacorp Advisory Services Miami Lakes FL 07/2005 07/2020
Securities America, Inc. Daytona Beach FL 07/2020 Present
Securities America Advisors, Inc. Daytona Beach FL 07/2020 Present
Fortune Financial Services Monaca PA 07/2022 Present
  • 04/1990 → 07/2020
    Investacorp, Inc.
    Miami Lakes, FL
  • 07/2005 → 07/2020
    Investacorp Advisory Services
    Miami Lakes, FL
  • 07/2020 → Present
    Securities America, Inc.
    Daytona Beach, FL
  • 07/2020 → Present
    Securities America Advisors, Inc.
    Daytona Beach, FL
  • 07/2022 → Present
    Fortune Financial Services
    Monaca, PA
Previous Registrations
  • 2020-07-17 → 2022-07-13
    Securities America Advisors, Inc.
    Daytona Beach, FL
  • 2005-08-03 → 2020-07-17
    Investacorp Advisory Services Inc
    Daytona Beach, FL
    Daytona Beach, FL
Other Businesses

BUCKLEY FINANCIAL GROUP, INC. POSITION: Owner, Agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/19/1987 ADDRESS: 444 Seabreeze Blvd., Suite 660, Daytona Beach FL 32118 DESCRIPTION: Only to the extent of Variable Annuity sales. I am owner of RIA, Buckley Financial Group Inc based in FL. I do very little Variable Annuity business, and have not done any traditional insurance business for many years. I mainly maintain my insurance license(s) in order to review and advise clients insurance policies, when asked, per Florida law.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-11-09
  • S63 Uniform Securities Agent State Law Examination
    2000-11-09
Designations
Other Names
  • Jim Buckley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Daytona Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor