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Financial ADVSR advisor directory · SEC adviser records

Council Oak Wealth Advisors financial advisors in Tulsa, OK

Every SEC-registered investment adviser representative at a Council Oak Wealth Advisors office in Tulsa, A to Z.

The short answer

4 registered advisors work at Council Oak Wealth Advisors in Tulsa, out of 4 at the firm nationwide; it ranks number 43 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Council Oak Wealth Advisors advisors in Tulsa, A to Z

Every Council Oak Wealth Advisors advisor →

Council Oak Wealth Advisors advisors in every city and state →Council Oak Wealth Advisors: assets, clients and custodians →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 Council Oak Wealth Advisors have in Tulsa?

4 investment adviser representatives are registered at Council Oak Wealth Advisors offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Council Oak Wealth Advisors one of the largest advisor employers in Tulsa?

Council Oak Wealth Advisors ranks number 43 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.

How do I check a Council Oak Wealth Advisors 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 Council Oak 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.