Brandon Vowinkle (CRD# 5511153) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Denver, CO and has over 15 years of experience in the finance industry. Brandon Vowinkle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cavanal Hill Investment Management, Inc. | Tulsa, OK | Dec 2021 - Current | 2 |
Bok Financial Securities, Inc. | Denver, CO | Feb 2015 - Current | 9 |
Bokf, Na | Denver, CO | Feb 2015 - Current | 9 |
Bok Financial Asset Management, Inc. | Houston, TX | Dec 2015 - Dec 2021 | 6 |
Mbm Advisors | Houston, TX | Feb 2015 - Dec 2015 | < 1 |
Jpmorgan Securities LLC | Houston, TX | Apr 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- AL
- AR
- CA
- CO
- LA
- OK
- TX
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Total Assets Under Management11,569MILLIONS
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Total Number of Accounts2,265ACCOUNTS
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Average Account Value$5,107,752
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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