Alexis Buchholz (CRD# 5706554) is an Investment Advisor Representative working at Bfg Wealth Management LLC in Dallas, TX and has over 14 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfg Wealth Management LLC | Honolulu, HI | Jan 2019 - Current | 5 |
| Bfg Wealth Management LLC | Honolulu, HI | Oct 2018 - Current | 5 |
| Ameriprise Financial Services, Inc. | Honolulu, HI | Dec 2015 - Jan 2019 | 3 |
| Ameriprise Financial Services, Inc. | Honolulu, HI | Dec 2015 - Jan 2019 | 3 |
| Eagle Strategies LLC | Honolulu, HI | Jan 2015 - Dec 2015 | < 1 |
| Buchholz Financial Group LLC | Honolulu, HI | Nov 2013 - Dec 2015 | 2 |
| Nylife Securities LLC | Honolulu, HI | Mar 2010 - Dec 2015 | 5 |
| New York Life Insurance Company | Honolulu, HI | Aug 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- HI
- TX
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts172ACCOUNTS
-
Average Account Value$172,808
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
HI, TX
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