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John Francis Buckley

Captrust

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About John Francis Buckley

John Buckley is a financial advisor with over 30 years of experience in the industry. John is currently registered with Captrust, a firm with offices in Boston and Raleigh, North Carolina. Previously, John worked at a variety of firms, including Kestra Investment Services, LLC, LPL Financial LLC, and Fidelity Investments Institutional Services Company, Inc. John's experience spans both investment advisory and brokerage services. John is a Series 63 and Series 65 licensed advisor. John provides financial planning services and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

John Buckley is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Buckley’s Registration & Firm History

MA

02/26/2021 - Present

Captrust (Boston MA)

NY

10/16/2017 - 07/07/2021

CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)

RI

02/23/2017 - 08/04/2017

KESTRA INVESTMENT SERVICES, LLC (Providence RI)

MA

04/01/2014 - 01/27/2017

KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)

MA

03/08/2012 - 04/08/2014

LPL FINANCIAL LLC (BOSTON MA)

LA

05/02/2005 - 01/17/2012

GWFS EQUITIES, INC. (MADISONVILLE LA)

RI

01/03/2005 - 03/23/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

IN

05/09/2003 - 07/23/2004

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

RI

03/05/1997 - 06/05/2002

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

12/09/1994 - 03/05/1997

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

11/19/1990 - 12/01/1994

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 11/09/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Francis Buckley.
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