Jeremy Gustafson (CRD# 4663645) is an Investment Advisor Representative working at Advisory Services Network in Bartlesville, OK and has over 20 years of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Advisory Services Network, LLC | Atlanta, GA | May 2019 - Current | 4 |
Freedom Financial Strategies Inc. | Bartlesville, OK | Jan 2002 - Current | 22 |
Voya Financial Advisors | Bartlesville, OK | Sep 2014 - May 2019 | 4 |
Ing Financial Partners, Inc. | Bartlesville, OK | Jan 2004 - Sep 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2003 |
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- OK
- TX
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Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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