Advisor at Revo Financial, LLC
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
Revo Financial, LLC
Location
Bartlesville, OK 74003
Credentials
CFP®, Series 65
Industry experience
7 years
Negotiated fixed fee up to $8,000 for financial planning and consulting services.
Commission-based compensation earned by associated insurance agents for selling insurance products, separate from advisory fees.
$350 per hour for consulting services beyond scope of financial planning agreement.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively.
Revo Financial, LLC
2018 - Present (8 years)
Truity Credit Union
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 65
Bartlesville, OK
Servant Wealth Management, LLC
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