Juan Burdette Oldham

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 10/2016
  Us Bancorp Investments, Inc
  Rexburg, ID
• 10/2016 → 07/2021
  Waddell & Reed, Inc
  Idaho Falls, ID
• 10/2016 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Rexburg, ID
• 07/2021 → Present
  Lpl Financial Llc
  Idaho Falls, ID

Previous Registrations

• 2016-10-21 → 2021-07-21
  Waddell & Reed
  Seattle, WA
  Idaho Falls, ID
  Idaho Falls, ID
• 2007-10-11 → 2016-10-24
  U.S. Bancorp Investments, Inc.
  Jackson, WY
  Driggs, ID
  Victor, ID
  Idaho Falls, ID
  Salmon, ID
  Shelley, ID
  Mackay, ID
  Rigby, ID
  Idaho Falls, ID
  Idaho Falls, ID
  Rexburg, ID
  Shelley, ID
• 2005-02-04 → 2006-07-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Idaho Falls, ID
  Bozeman, MT

Other Businesses

1) 10/2020 - Oldham Financial, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR/MO / 1670 w 3000 n Rexburg, id 83440

Exams

• S66 Uniform Combined State Law Examination
  2005-02-03

Other Names

• Juan B Oldham