Stephen Buckman (CRD# 6249373) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Montgomery, OH and has over 10 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Buckman Agency | Florence, KY | Feb 2021 - Current | 3 |
| Allstate Insurance Co | Cincinnati, OH | Jan 2021 - Current | 3 |
| Buckman Consulting | Lexington, KY | Jan 2021 - Sep 2022 | 1 |
| Sb Investments | Lexington, KY | Jun 2016 - Sep 2022 | 6 |
| Mutual Of Omaha Investor Services Inc. | Lexington, KY | Aug 2017 - Dec 2020 | 3 |
| Mutual Of Omaha | Lexington, KY | Jun 2017 - Dec 2020 | 3 |
| Transamerica Financial Advisors, Inc. | American Fork, UT | Mar 2017 - Apr 2017 | < 1 |
| Transamerica Agency Network | Evansville, IN | Mar 2016 - Apr 2017 | 1 |
| Sagepoint Financial | Ownesboro, KY | Oct 2013 - Jan 2016 | 2 |
| Aig | Nashville, TN | Nov 2000 - Jan 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- KY
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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