Advisor at F.I.G. Financial Advisory Services, Inc.
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
F.I.G. Financial Advisory Services, Inc.
Location
Oklahoma City, OK 73134
Credentials
CFP®, CFA®, Series 65
Industry experience
15 years
Samuel Jurrens is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has worked at Carlson Ridge Capital since 2016 and has been with F.I.G. Financial Advisory Services, Inc. since 2010. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based approach for equity selection combined with risk-based strategies and tailors portfolios to client goals and risk tolerance.
Based on F.I.G. Financial Advisory Services, Inc.
Based on F.I.G. Financial Advisory Services, Inc.
Based on F.I.G. Financial Advisory Services, Inc.
$0 - $99,999: 2.20% $100,000 - $249,999: 1.55% $250,000 - $499,999: 1.20% $500,000 - $999,999: 0.85% $1,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.45% $10,000,000+: Negotiated
Commissions may be received from sale of insurance products in advisers' separate capacities as insurance agents.
14642 Bogert Parkway
Oklahoma City, OK 73134
Oklahoma · Texas
Carlson Ridge Capital
2016 - Present (10 years)
FIG Financial Advisory Services, Inc.
2010 - Present (16 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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CFA®, Series 63
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