Eric Burkholder, financial advisor Tulsa OK
90 score

Eric Burkholder

CRD Number: 6013679
Current Firm: The Legacy Financial Group, Inc.

Eric Burkholder (CRD# 6013679) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
The Legacy Financial Group Inc. Tulsa, OK Jan 2012 - Current 4
Bank Of Oklahoma Tulsa, OK Jun 2010 - Dec 2011 1
University Of Tulsa Tulsa, OK Aug 2008 - May 2010 1
Bank Of Oklahoma Tulsa, OK May 2009 - Aug 2009 < 1
Gregory.w.group Tulsa, OK May 2008 - Aug 2008 < 1
University Of Tulsa Tulsa, OK Jan 2008 - May 2008 < 1
Full Time Student College Tulsa, OK Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Eric D. Burkholder
Phone Number: 918-665-0826
Registered State(s):
  • AR
  • KS
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    1,110
    ACCOUNTS
  • Average Account Value
    $184,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, KS, MO, OK, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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