Kayla Tweedy (CRD# 6298352) is an Investment Advisor Representative working at Fmi in Ardmore, OK and has over 5 years of experience in the finance industry.
CRD# 4482658
Spc
CRD# 5500225
Fmi
CRD# 2588408
Cornell Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jbr Company Financial Management Inc. Dba Fmi | Ardmore, OK | Jan 2024 - Current | < 1 |
| Jbr Company Financial Management Inc. Dba Fmi | Ardmore, OK | Jul 2021 - Dec 2023 | 2 |
| Jbr Company Financial Management Inc. Dba Fmi | Ardmore, OK | Apr 2018 - Jul 2021 | 3 |
| Jbr Company Financial Management Inc. | Ardmore, OK | Mar 2017 - Apr 2018 | 1 |
| 1st Global Capital Corp | Rogers, AR | Sep 2016 - Mar 2017 | < 1 |
| 1st Global Advisors, Inc. | Rogers, AR | Sep 2016 - Mar 2017 | < 1 |
| Allard Financial LLC | Rogers, AR | Apr 2016 - Mar 2017 | < 1 |
| Cross Church | Springdale, AR | Jun 2015 - Apr 2016 | < 1 |
| Jbr Company-financial Management Inc. | Ardmore, OK | Mar 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- OK
-
Total Assets Under Management247MILLIONS
-
Total Number of Accounts1,499ACCOUNTS
-
Average Account Value$164,847
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
LA, NE, OK, TX
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