Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Buckalew is a financial advisor with over 40 years of experience in the industry. Mark is registered with D.a. Davidson & Co. in Idaho and Texas, and he also has a Series 65 license. Mark's current and previous experience includes working with several large firms like Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. Mark is also a Chairman for Portneuf Health Trust, a non-profit organization.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
11/30/2023 - Present
D.a. Davidson & Co. (POCATELLO ID)
ID
01/01/2008 - 04/08/2009
WACHOVIA SECURITIES, LLC (POCATELLO ID)
ID
10/09/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (POCATELLO ID)
NA
02/13/1984 - 10/22/1987
SHEARSON LEHMAN BROTHERS INC.
NA
05/12/1978 - 02/13/1984
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
05/05/1978 - 05/17/1978
DAIN, BOSWORTH INCORPORATED
NA
10/26/1977 - 05/05/1978
BOSWORTH SULLIVAN & COMPANY INCORPORATED
IA
Issued 04/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 06/27/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Mark Buckalew is the right advisor for you? Invested Better is here to help.
