Eric BurkholderCRD 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.
Bok Financial Advisors
Warburton Capital Management, LLC
|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|
Total Assets Under Management205MILLIONS
Total Number of Accounts1,110ACCOUNTS
Average Account Value$184,953
- 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
- Pension consulting services
AR, KS, MO, OK, TX
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