Alexis M. Buchholz
Professional summary
Alexis Mikhail-hirahara Buchholz, who also goes by Alexis Mikhail Buchholz, Alexis Mikhail Hirahara Buchholz, is a registered financial advisor currently at BFG WEALTH MANAGEMENT LLC located in Dallas, Texas.
Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Alexis has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexis Mikhail-hirahara Buchholz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2019 - Present
BFG WEALTH MANAGEMENT LLC
Office #1: 3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219Office #2: 3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219December 4, 2015 - January 8, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
December 4, 2015 - January 8, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
January 5, 2015 - December 8, 2015
EAGLE STRATEGIES LLC
March 19, 2010 - December 9, 2015
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2019)
(2/28/2022)
Exams
Current Firm
BFG WEALTH MANAGEMENT LLC
CRD#: 299406 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 276 |
| AUM (Assets Under Management) | $ 32,847,326 |
Red Flags
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Company Information
BFG WEALTH MANAGEMENT LLC
CRD#: 299406Dallas, TX 75219TRUST BUT VERIFY
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