Chase McLean (CRD# 7670300) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cavanal Hill Investment Management, Inc. | Tulsa, OK | Jan 2023 - Current | 1 |
| Bokf, Na | Tulsa, OK | Jul 2021 - Jan 2023 | 1 |
| Colorado School Of The Mines | Golden, CO | Sep 2017 - May 2021 | 3 |
| Valor Christian High School | Highlands Ranch, CO | Sep 2015 - Jul 2017 | 1 |
| Clackamas High School | Clackamas, OR | Jan 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- OK
-
Total Assets Under Management11,569MILLIONS
-
Total Number of Accounts2,265ACCOUNTS
-
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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