Bradford White (CRD# 6520191) is an Investment Advisor Representative working at Sowell Management in Tulsa, OK and has over 8 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Willow Oak Wealth | Tulsa, OK | Nov 2023 - Current | < 1 |
| Sowell Management | Tulsa, OK | Nov 2023 - Current | < 1 |
| Sageview Advisory Group, LLC | Newport Beach, CA | Mar 2022 - Nov 2023 | 1 |
| Capital One Investing | Mclean, VA | Jul 2019 - Apr 2022 | 2 |
| Red Bell Real Estate | Midvale, UT | Sep 2017 - Apr 2022 | 4 |
| United Income, Inc. | Washington, DC | Nov 2018 - Jul 2019 | < 1 |
| First Allied Securities, LLC | San Diego, CA | Jun 2015 - Feb 2019 | 3 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jun 2015 - Feb 2019 | 3 |
| Hamilton Financial Partners | Tulsa, OK | Jun 2015 - Feb 2019 | 3 |
| Khp Capital LLC | Tulsa, OK | Jul 2015 - Nov 2018 | 3 |
| Altisource Portfolio Solutions | Tulsa, OK | Oct 2014 - Jun 2015 | < 1 |
| Williams & Williams Marketing Services, Inc. | Tulsa, OK | May 2003 - Oct 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- OK
-
Total Assets Under Management3,329MILLIONS
-
Total Number of Accounts13,257ACCOUNTS
-
Average Account Value$251,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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