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Buckley Investment Group, LLC Employee Directory

Financial ServicesWashington, United States2-10 Employees

Buckley Investment Group, LLC operates as a small, independent advisory practice within the financial services industry, based in Walla Walla, Washington. The firm provides investment consulting and financial planning services through an arrangement with CWM, LLC, which is registered with the SEC as an investment adviser. Carson Partners, a division of CWM, LLC, is described as a nationwide network of advisers that supports this affiliation. In December 2023, Buckley Investment Group announced a partnership with Carson Partners, expanding its connection to a broader national advisory community. The information characterizes the company as an independent practitioner serving clients seeking investment guidance and financial planning.

Find Buckley Investment Group, LLC employees' phone numbers or email addresses

Buckley Investment Group, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Buckley Investment Group, LLC's Leadership

  • Stylized image of a person
    J. C.
    Accreditation Manager
    Mobile Phone
  • Stylized image of a person
    S. B. C. C.
    Wealth Management Advisor
    Mobile Phone
  • Stylized image of a person
    S. E.
    Wealth Advisor
    Mobile Phone

Buckley Investment Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Buckley Investment Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. C.
    Accreditation Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. B. C. C.
    Wealth Management Advisor
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    S. E.
    Wealth Advisor
    Mobile Phone
    Jun 15, 2025

Frequently Asked Questions

What is Buckley Investment Group, LLC known for?

Minus sign iconPlus sign iconBuckley Investment Group, LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-509-522-****
. Explore Buckley Investment Group, LLC's company overview page for more information.

What is Buckley Investment Group, LLC's most common email format?

Minus sign iconPlus sign iconBuckley Investment Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Buckley Investment Group, LLC email formats with LeadIQ.

How many employees does Buckley Investment Group, LLC have currently?

Minus sign iconPlus sign iconBuckley Investment Group, LLC has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Buckley Investment Group, LLC's key employees and leadership?

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As of July 2026, Buckley Investment Group, LLC's key employees include:

  • Accreditation Manager: J. C.
  • Wealth Management Advisor: S. B. C. C.
  • Wealth Advisor: S. E.

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