Joshua Buckamneer (CRD# 5860137) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tulsa, OK and has over 13 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 |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Tulsa, OK | May 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Tulsa, OK | May 2021 - Current | 2 |
| Fisher Investments | Camas, WA | Dec 2020 - May 2021 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Dec 2020 | 2 |
| Fidelity Investments | Covington, KY | Feb 2008 - Dec 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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