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
CFP®, Series 66
Industry experience
24 years
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.45% $2,000,000 - $2,999,999: 1.40% $3,000,000+: 1.35%
Commissions earned from sale of insurance products and 12b-1 fees from Class A and Class C mutual funds by dually registered representatives
$150 per hour for financial planning and consultation services (minimum 4 hours)
Account minimum: $2,500 Minimum fee: $600 minimum advisory fee for services (4 hours at $150/hour) Fee-only: Financial planning and hourly consultation services at $150 per hour (minimum 4 hours, typically not exceeding $1,500)
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.
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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