John Anglin (CRD# 5578578) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tulsa, OK and has over 15 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 |
|---|---|---|---|
| Td Ameritrade, Inc. | Tulsa, OK | Feb 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Oklahoma City, OK | Oct 2018 - Current | 5 |
| Charles Schwab Bank | Oklahoma City, OK | Oct 2018 - Current | 5 |
| Td Ameritrade, Inc. | Albuquerque, NM | Feb 2018 - Oct 2018 | < 1 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Oct 2018 | < 1 |
| Scottrade | San Antonio, TX | Apr 2014 - Feb 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- OK
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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