Sidney Shupack (CRD# 423043) is an Investment Advisor Representative working at First State Investment Advisors Inc. in Tulsa, OK and has over 27 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 |
|---|---|---|---|
| First State Investment Advisors, Inc. | Tulsa, OK | May 1996 - Current | 27 |
| First State Financial Inc. | Tulsa, OK | Jan 1971 - Current | 53 |
| First State Securities, Inc. | Tulsa, OK | Mar 1985 - Oct 2016 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
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
- TX
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Total Assets Under Management78MILLIONS
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Total Number of Accounts230ACCOUNTS
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Average Account Value$341,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
OK, TX
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