Jacob Buehler (CRD# 7329393) is an Investment Advisor Representative working at The Ameriflex Group in Fredonia, NY and has over 2 years of experience in the finance industry.
CRD# 5116229
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 5368112
Hbks Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic | Fredonia, NY | Oct 2023 - Current | < 1 |
The Ameriflex Group | Las Vegas, NV | Oct 2023 - Current | < 1 |
Cetera Advisors LLC | Fredonia, NY | Sep 2022 - Oct 2023 | 1 |
First Allied Securities, Inc. | San Diego, CA | Jan 2021 - Sep 2022 | 1 |
Localedge, A Hearst Media Services Company | Buffalo, NY | Aug 2006 - Jul 2021 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NY
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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