Stephan Buker, financial advisor Jacksonville FL

Stephan Buker

CRD Number: 7309485
Current Firm: Fidelity Personal And Workplace Advisors

Stephan Buker (CRD# 7309485) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has 1 year of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Jacksonville, FL Aug 2020 - Current 1
Apple Deland, FL May 2018 - Jul 2020 2
Ucf Orlando, FL Jul 2016 - Jun 2020 3
Sherwin Williams Orlando, FL Oct 2017 - May 2018 < 1
Subway Orlando, FL Jan 2017 - Jan 2018 1
Lowes Deltona, FL Aug 2015 - Nov 2016 1
Ymca Deland, FL Jan 2015 - Jan 2016 1
Deland High School Deland, FL Jan 2012 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2021
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Stephan C. Buker
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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