Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Burdette Oldham is a financial advisor with over 16 years of experience in the financial services industry. Juan is currently registered with LPL Financial LLC in Idaho Falls, ID. Juan has previously held positions at Waddell & Reed, U.S. Bancorp Investments, Inc., NYLIFE Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Juan holds the Series 66, Series 7 and SIE licenses. Juan specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Juan has a history of providing excellent client service and is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
07/21/2021 - Present
LPL Financial LLC (IDAHO FALLS ID)
ID
10/21/2016 - 07/21/2021
WADDELL & REED (IDAHO FALLS ID)
ID
10/11/2007 - 10/24/2016
U.S. BANCORP INVESTMENTS, INC. (IDAHO FALLS ID)
ID
10/04/2006 - 09/27/2007
NYLIFE SECURITIES LLC (BOISE ID)
ID
02/16/2005 - 07/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IDAHO FALLS ID)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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