Joel Oldham, financial advisor Sarasota FL

Joel Oldham

CRD Number: 2690996
Current Firm: J. L. Bainbridge & Company, Inc.

Joel Oldham (CRD# 2690996) is an Investment Advisor Representative working at J. L. Bainbridge & Company, Inc. in Sarasota, FL and has over 28 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Bainbridge J L & Co Inc. Sarasota, FL Feb 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Joel G. Oldham
Phone Number: 941-365-3435
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    964
    MILLIONS
  • Total Number of Accounts
    1,870
    ACCOUNTS
  • Average Account Value
    $515,258
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

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