Joshua Herlan (CRD# 5422990) is an Investment Advisor Representative working at Future U Financial Inc. in Tulsa, OK and has over 16 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Future U Financial Inc. | Tulsa, OK | Jul 2020 - Current | 4 |
Morgan Stanley Private Bank, N.a | New York, NY | Apr 2020 - Current | 4 |
Morgan Stanley | Tulsa, OK | Mar 2012 - Current | 12 |
Morgan Stanley | Tulsa, OK | Mar 2012 - Current | 12 |
Us Army Reserve | Tulsa, OK | Feb 2001 - Current | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- LA
- OK
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Other
LA, OK, TX
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