Overview

An independent Registered Investment Advisor providing investment advice and implementation to individuals and retirement plans. Financial, tax, insurance and estate planning also provided to individuals and corporations. Target market is the management of 401a and 403b plans for University of Oklahoma professors and admin.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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