Brian Connally, financial advisor Skiatook OK

Brian Connally

CRD Number: 2162785
Current Firm: Avantax Advisory Services

Brian Connally (CRD# 2162785) is an Investment Advisor Representative working at Avantax Advisory Services in Skiatook, OK and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Wealth Management, LLC Tulsa, OK Jul 2021 - Current 2
Avantax Advisory Services Tulsa, OK Jan 2010 - Current 14
Avantax Investment Services, Inc. Tulsa, OK Jul 2008 - Current 15
Snow Creek Ranch, LLC Tulsa, OK Jan 2002 - Current 22
Connally & Associaties Pc Tulsa, OK Oct 1986 - Current 37
Brian Connally Cpa, Inc. Tulsa, OK Oct 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S66 NASAA Uniform Combined State Law Examination Nov 1999
Contact Info for Brian C. Connally
Phone Number: 972-870-6000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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