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William Harold Buckley

Eagle Wealth Strategies

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About William Harold Buckley

William Harold Buckley is an active Investment Advisor Representative with Eagle Wealth Strategies. William has been in the industry since 12/15/1998 and is currently registered in New Jersey. William has experience in the securities industry and is registered to provide advisory services to individuals and corporations. William also works as an independent contractor in the accounting and tax advisory field.

Firm Information

William Buckley is currently registered with Eagle Wealth Strategies. Eagle Wealth Strategies is a Registered Investment Advisor (RIA) based in WEST DEPTFORD, NJ, with 8 investment advisor representatives and 7 licensed agents. They manage approximately $498 million in client assets, primarily for high-net-worth individuals, corporations, and individuals other than high-net-worth. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
Eagle Wealth Strategies

877 KINGS HIGHWAY

WEST DEPTFORD, NJ 08096

$498.30M

Assets Under Management

Not reported

Total Clients

8

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 individuals

Personalized portfolio management to meet individual financial objectives.

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consulting fees

Consulting fees

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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percentage of assets

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

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other

Consulting fee

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William Buckley’s Registration & Firm History

NJ

03/31/2023 - Present

Eagle Wealth Strategies (Woodbury NJ)

NJ

12/15/1998 - 05/08/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)

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Licenses & Designations

BOTH

Issued 12/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for William Harold Buckley. Review regulatory record here.
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