Patrick Michael Buckley
Investment adviser representative at Sunbelt Securities
16 yearsExperience
1 stateRegistered in
$2.6BFirm assets
16 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Sunbelt Securities, Inc.Mar 2024 to now
- Harper & Pearson Company PcOct 2010 to now
- Saxon Interests, Inc.Feb 2021 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sunbelt Securities
Legal name: Sunbelt Securities, Inc.
$2.6BAssets managed
6,241Clients
63Advisers
16 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
- 7361426
- Firm CRD
- 42180