Wayne Warren, financial advisor Broken Bow OK
93 score

Wayne Warren

CRD Number: 1172859
Current Firm: Eagle Strategies LLC

Wayne Warren (CRD# 1172859) is an Investment Advisor Representative working at Eagle Strategies LLC in Broken Bow, OK and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Warren & Associates Broken Bow, OK Apr 2009 - Current 7
New York Life Insurance Company Tulsa, OK Oct 1987 - Current 29
Nylife Securities Inc. Tulsa, OK Sep 1987 - Current 29
Warren Insurance Agency, Inc. Broken Bow, OK Sep 1976 - Apr 2009 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Wayne L. Warren
Phone Number: (888) 695-3245
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, ND, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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