Shepard Buckman (CRD# 4118936) is an Investment Advisor Representative working at Sequence Wealth Management in Arlington, VA and has over 23 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequence Wealth Management, LLC | New Orleans, LA | Feb 2023 - Current | 1 |
| Equitas Capital Advisors | New Orleans, LA | Nov 2019 - Aug 2023 | 3 |
| Unemployed | New Orleans, LA | Mar 2019 - Nov 2019 | < 1 |
| United Wealth Management/united Brokerage Services | Bethesda, MD | Aug 2018 - Mar 2019 | < 1 |
| Ubs Financial Services Inc. | Washington, DC | Aug 2008 - Aug 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- VA
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Total Assets Under Management9MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$450,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, VA
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