Financial ADVSR advisor directory · SEC adviser records
Hogantaylor Wealth financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Hogantaylor Wealth office in Oklahoma, by city and A to Z.
5 registered advisors work at Hogantaylor Wealth in Oklahoma, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Tulsa (3). 3 list the CFP designation and 0 are also registered broker representatives.
Hogantaylor Wealth advisors by city in Oklahoma
Every firm in Oklahoma →Hogantaylor Wealth advisors in Oklahoma, A to Z
Search by name →- Mathew R. BaconTulsa
- Brandon R. BilesTulsa · Certified Financial Planner
- Austin B. BryanTulsa · Certified Financial Planner
- Weston J. CunninghamOklahoma City
- Barry S. LoganOklahoma City · Certified Financial Planner
Hogantaylor Wealth advisors in every state →Hogantaylor Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Hogantaylor Wealth financial advisors are in Oklahoma?
5 investment adviser representatives are registered at Hogantaylor Wealth offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Oklahoma does Hogantaylor Wealth have the most advisors?
Tulsa, with 3, then Oklahoma City (2). Hogantaylor Wealth has advisors in 2 cities in Oklahoma.
How do I check a Hogantaylor Wealth advisor in Oklahoma?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Hogantaylor Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.