Paul Francis Buckley
Investment adviser representative at USA Financial Securities LLC
22 yearsExperience
9 statesRegistered in
ChFC®Designation
$296.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Financial Resource Partners of New EnglandMar 2024 to now
- USA Financial Securities LLCDec 2022 to now
- Star MarketNov 2021 to May 2025
- Star MarketJul 2018 to Oct 2020
- Arlex Wealth ManagementMar 2014 to Mar 2024
- Arlex Insurance, Inc.Dec 2010 to Mar 2024
- Ameritas Investment CorpAug 2005 to Dec 2022
- Ameritas Life Insurance CorpAug 2005 to Dec 2022
- Financial Consulting GroupSep 2004 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, GA, MA, ME, NC, NH, NY, RI).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3214962
- Firm CRD
- 103857