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Martin C. Buchanan

BUCHANAN CAPITAL MANAGEMENT
Oklahoma City, OK
Some features on this profile are disabled
CRD#: 5863289
MB

Professional summary

Martin C Buchanan is a registered financial advisor currently at BUCHANAN CAPITAL MANAGEMENT, LLC located in Oklahoma City, Oklahoma.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Martin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BUCHANAN CAPITAL MANAGEMENT LLC, 1000 W WILSHIRE STE 362, OKLAHOMA CITY, OK, 10/2011 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 8 HR/MO - 1/TRADING. 2.) MAD ENERGY Limited Partnership. INVESTMENT-RELATED. 414 CHURCH, STREET, SUITE 308, SANDPOINT, IDAHO 83864. INVESTMENT LP IN ENERGY INDUSTRY. Consultant. 04/2023 4HR/MO-0/TR. TO PROVIDE ADVICE TO MAD ENERGY, AND BE AN AMBASSADOR FOR THE COMPANY. 3.) OKLAHOMA ENGINEERING FOUNDATION, 220 NE 28TH ST, OKLAHOMA CITY, OK, 7/2017 AS BOARD MEMBER. NIR - 5/MO - 0/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin C Buchanan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 1, 2024 - Present

BUCHANAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 306924
Oklahoma City, OK
Past

May 22, 2020 - December 31, 2023

BUCHANAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 306924
OKLAHOMA CITY, OK
Past

July 1, 2014 - December 11, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
OKLAHOMA, OK
Past

July 1, 2014 - December 11, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OKLAHOMA, OK
Past

March 18, 2013 - June 16, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
OKLAHOMA CITY, OK
Past

January 4, 2011 - March 13, 2013

EDWARD JONES

RIA
CRD#: 250
OKLAHOMA CITY, OK
Past

December 17, 2010 - March 13, 2013

EDWARD JONES

BD
CRD#: 250
OKLAHOMA CITY, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(4/1/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/31/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2010
General Securities Representative Examination

Current Firm

BC
BUCHANAN CAPITAL MANAGEMENT, LLC
BUCHANAN CAPITAL | BUCHANAN CAPITAL MANAGEMENT, LLC

CRD#: 306924 / SEC#:

Oklahoma
Registered Investment Advisory firm - (4/1/2024 Approved)
Texas
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)
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Contact information

Main Address
Oklahoma City, OK
Mailing Address
1000 W. Wilshire Blvd., Nichols Hills, OK 73116
Phone number
(405) 227-5390
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts33
AUM (Assets Under Management)$ 26,315,551

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BUCHANAN CAPITAL MANAGEMENT, LLC

CRD#: 306924Oklahoma City, OK

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