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Mark Buckalew

48 Years of Experience
Pocatello, ID
Broker

Mark Buckalew is a registered investment advisor at D.A. Davidson & CO., based in Pocatello, ID, with 48 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

275 South 5th Avenue, Suite 195, Pocatello, ID, 83201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is the chairman of Portneuf Health Trust, a non-profit organization, since 2009. He dedicates minimal time to chairing quarterly meetings.

Employment History
Current Registrations
D.A. Davidson & CO.
May 2010 - Present · 16 yrs
D.A. Davidson & CO.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - April 2009 · 1 yr 3 mos
A. G. Edwards & Sons, INC.Broker
October 1987 - January 2008 · 20 yrs 3 mos
Shearson Lehman Brothers INC.Broker
February 1984 - October 1987 · 3 yrs 8 mos
Foster & Marshall/american Express INC.Broker
May 1978 - February 1984 · 5 yrs 9 mos
Dain, Bosworth IncorporatedBroker
May 1978 - May 1978 · 0 mos
Bosworth Sullivan & Company IncorporatedBroker
October 1977 - May 1978 · 7 mos
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Buckalew - Financial Advisor | TrueAdvisor