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Financial ADVSR advisor directory · SEC adviser records

Castlepoint Wealth Advisors financial advisors in Oklahoma City, OK

Every SEC-registered investment adviser representative at a Castlepoint Wealth Advisors office in Oklahoma City, A to Z.

The short answer

6 registered advisors work at Castlepoint Wealth Advisors in Oklahoma City, out of 7 at the firm nationwide; it ranks number 28 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Castlepoint Wealth Advisors advisors in Oklahoma City, A to Z

Every Castlepoint Wealth Advisors advisor →

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Castlepoint Wealth Advisors advisors in other cities

Tulsa, OK 1

Other firms in Oklahoma City

All Oklahoma City advisors →

Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Bok Financial Securities, Inc. 30Osaic Wealth, Inc. 26LPL Financial LLC 25MML Investors Services, LLC 24Edward Jones 23Raymond James & Associates, Inc. 17Wells Fargo Clearing Services, LLC 17Cetera Investment Advisers LLC 15UBS Financial Services Inc. 15Plan Group Financial, Inc. 14

Questions

How many financial advisors does Castlepoint Wealth Advisors have in Oklahoma City?

6 investment adviser representatives are registered at Castlepoint Wealth Advisors offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Castlepoint Wealth Advisors one of the largest advisor employers in Oklahoma City?

Castlepoint Wealth Advisors ranks number 28 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.

How do I check a Castlepoint Wealth Advisors advisor in Oklahoma City?

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 Castlepoint Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.