Jeffrey Beattie, financial advisor Edmond OK

Jeffrey Beattie

CRD Number: 4696733
Current Firm: Womack Investment Advisers, Inc.

Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 17 years of experience in the finance industry.

Similar Advisors
Robert Abel, financial advisor Edmond OK
Robert C. Abel
CRD# 4245607
Edward Jones
Similar Advisors
David Aboud, financial advisor Edmond OK
David F. Aboud
CRD# 1545223
Leonard Investment Advisors Inc.
Similar Advisors
Dwight Adkins, financial advisor Edmond OK
Dwight D. Adkins
CRD# 4304267
Arvest Wealth Management
Company Name Location Dates Years
Ck Investments Ii, LLC Terre Haute, IN May 2019 - Current 4
West Terre Haute Police Department West Terre Haute, IN Nov 2018 - Current 5
Ck Investments, LLC Terre Haute, IN Feb 2017 - Current 7
Womack Investment Advisers, Inc. Edmond, OK Jul 2006 - Current 17
Trinity Global Growth & Income Fund LP Edmond, OK Jul 2010 - Nov 2017 7
Trinity Global Partners LLC Edmond, OK Jul 2010 - Nov 2017 7
Trinity Capital Asset Advisors, LLC Edmond, OK Dec 2009 - Nov 2017 7
Trinity Capital Asset Managment LLC Edmond, OK Dec 2009 - Nov 2017 7
Trinity Gold Fund LP Edmond, OK Dec 2009 - Nov 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

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
Contact Info for Jeffrey S. Beattie
Phone Number: 405-340-1717
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $156,252
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
  • Other
Types of Clients
Registered States

CA, IL, IN, OK, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.