Financial ADVSR advisor directory · SEC adviser records
L&S Private Wealth, LLC financial advisors in Oklahoma City, OK
Every SEC-registered investment adviser representative at a L&S Private Wealth, LLC office in Oklahoma City, A to Z.
The short answer
3 registered advisors work at L&S Private Wealth, LLC in Oklahoma City, out of 3 at the firm nationwide; it ranks number 55 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
L&S Private Wealth, LLC advisors in Oklahoma City, A to Z
Every L&S Private Wealth, LLC advisor →- Madison L. ChaneyInvestment adviser rep
- Anthony P. HernandezInvestment adviser rep
- David A. OrtizCertified Financial Planner
L&S Private Wealth, LLC advisors in every city and state →L&S Private Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Oklahoma City
All Oklahoma City advisors →Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 35Bok Financial Securities, Inc. 31Osaic Wealth, Inc. 31Edward Jones 29LPL Financial LLC 26MML Investors Services, LLC 25Wells Fargo Clearing Services, LLC 21Cetera Investment Advisers LLC 20Raymond James & Associates, Inc. 17UBS Financial Services Inc. 14Equitable Advisors, LLC 13
Questions
How many financial advisors does L&S Private Wealth, LLC have in Oklahoma City?
3 investment adviser representatives are registered at L&S Private Wealth, LLC offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is L&S Private Wealth, LLC one of the largest advisor employers in Oklahoma City?
L&S Private Wealth, LLC ranks number 55 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 50.
How do I check a L&S Private Wealth, 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 L&S Private Wealth, 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.