Advisor at First Investment Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Investment Corporation
Location
Bartlesville, OK 74003
Credentials
Series 66
Industry experience
24 years
Cheryl Green is a financial advisor with First Investment Corporation in Bartlesville, OK, holding a Series 66 designation and 24 years of industry experience. She has been with First Investment Corporation since 2001 and also has experience at Calton & Associates, Inc. Outside of her advisory role, she is a licensed real estate sales associate and is involved in bookkeeping and accounting through a separate business. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets using suitability-based, discretionary strategies involving mutual funds, ETFs, individual stocks and bonds, supported by research and periodic asset allocation adjustments.
Based on First Investment Corporation
Based on First Investment Corporation
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.45% $2,000,000 - $2,999,999: 1.40% $3,000,000 - And Over: 1.35%
Advisory representatives earn commissions and 12b-1 fees from sale of mutual funds and insurance products; brokerage clients not charged advisory fees
$150 per hour for financial planning and consultation services; minimum 4 hours; fees generally do not exceed $1,500
Account minimum: $2,500 Minimum fee: Minimum advisory fee of $600 for financial planning services (4 hours at $150/hour) Fee-only: Financial planning and hourly consultation fees charged at $150/hour; financial planning fees generally do not exceed $1,500; minimum 4 hours ($600)
307 Se Frank Phillips Blvd.
Bartlesville, OK 74003
Arkansas · Florida · Kansas · Oklahoma · Texas
Calton &Associates, Inc.
2023 - Present (3 years)
First Investment Corporation
2001 - Present (25 years)
Dominion Investor Services, Inc.
2001 - 2023 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bartlesville, OK
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CFP®, Series 63, Series 65
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CFP®, Series 66
Bartlesville, OK
Revo Financial, LLC
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