Angela O'keefe (CRD# 4755493) is an Investment Advisor Representative working at A-team Financial Investments in Oklahoma City, OK and has over 19 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A-team Financial Investments, LLC | Oklahoma City, OK | Jul 2018 - Current | 5 |
| Estate Planning Designs | Bethany, OK | Jul 2015 - Aug 2018 | 3 |
| Info Access, Inc. | Bethany, OK | Feb 2015 - Aug 2018 | 3 |
| Access Financial Group, Inc. | Bethany, OK | Oct 2014 - Aug 2018 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2015 - Mar 2018 | 3 |
| T. S. Phillips Investments, Inc. | Oklahoma City, OK | Sep 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management32MILLIONS
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Total Number of Accounts495ACCOUNTS
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Average Account Value$63,890
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
OK, TX
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