Financial ADVSR advisor directory · SEC adviser records
Ameritrust Investment Advisors Inc. financial advisors in Tulsa, OK
Every SEC-registered investment adviser representative at a Ameritrust Investment Advisors Inc. office in Tulsa, A to Z.
The short answer
5 registered advisors work at Ameritrust Investment Advisors Inc. in Tulsa, out of 5 at the firm nationwide; it ranks number 37 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Ameritrust Investment Advisors Inc. advisors in Tulsa, A to Z
Every Ameritrust Investment Advisors Inc. advisor →- Kenny L. Brown, Jr.Investment adviser rep
- Ronald C. Dugan Jr.Chartered Financial Analyst
- Laurie M. HortonInvestment adviser rep
- Jaylon S. RodriguezInvestment adviser rep
- John H. RoeCertified Financial Planner
Ameritrust Investment Advisors Inc. advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Tulsa
All Tulsa advisors →Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Bok Financial Securities, Inc. 46Edward Jones 41LPL Financial LLC 38Arvest Wealth Management 28Cavanal Hill Investment Management, Inc. 25Cetera Investment Advisers LLC 25State Farm Investment Management Corp. 23Mariner 22Osaic Wealth, Inc. 20Corient 15
Questions
How many financial advisors does Ameritrust Investment Advisors Inc. have in Tulsa?
5 investment adviser representatives are registered at Ameritrust Investment Advisors Inc. offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Ameritrust Investment Advisors Inc. one of the largest advisor employers in Tulsa?
Ameritrust Investment Advisors Inc. ranks number 37 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.
How do I check a Ameritrust Investment Advisors Inc. advisor in Tulsa?
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 Ameritrust Investment Advisors Inc. 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.