Financial ADVSR advisor directory · SEC adviser records
Investrust Consulting, LLC financial advisors in Oklahoma City, OK
Every SEC-registered investment adviser representative at a Investrust Consulting, LLC office in Oklahoma City, A to Z.
The short answer
7 registered advisors work at Investrust Consulting, LLC in Oklahoma City, out of 7 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Investrust Consulting, LLC advisors in Oklahoma City, A to Z
Every Investrust Consulting, LLC advisor →- Gregory F. BaumChartered Financial Analyst
- Shannon D. CarterCertified Financial Planner
- Andrew W. HoodInvestment adviser rep
- Jacob A. JanzenInvestment adviser rep
- Garrett S. JohnsonInvestment adviser rep
- Daniel P. JunkinInvestment adviser rep
- Mark T. WilliamsChartered Financial Analyst
Investrust Consulting, LLC advisors in every city and state →Investrust Consulting, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Investrust Consulting, LLC have in Oklahoma City?
7 investment adviser representatives are registered at Investrust Consulting, LLC offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Investrust Consulting, LLC one of the largest advisor employers in Oklahoma City?
Investrust Consulting, LLC ranks number 23 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.
How do I check a Investrust Consulting, LLC 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 Investrust Consulting, LLC 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.