Karen D Buckley
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2025 to now
- Atlantic Union Financial ConsultantsJan 2025 to now
- Raymond James Financial Services, Inc.Jan 2025 to now
- Atlantic Union BankDec 2024 to now
- Atlantic Union Financial Consultants, Llc/aub Wealth MangementDec 2024 to now
- RBC Capital Markets, LLCFeb 2023 to Jan 2025
- Bank of America, N.A.May 2016 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5382463
- Firm CRD
- 149018