Cooper Williamson (CRD# 7648973) is an Investment Advisor Representative working at Olistico Wealth, LLC 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 |
|---|---|---|---|
| Olistico Wealth, LLC | Tulsa, OK | Aug 2021 - Current | 2 |
| Olistico Wealth | Tulsa, OK | Aug 2021 - Current | 2 |
| Student | Tulsa, OK | Aug 2017 - May 2021 | 3 |
| Oklahoma Surgical Hospital | Tulsa, OK | Jun 2020 - Aug 2020 | < 1 |
| Johns Hopkins Center For Talented Youth | Santa Cruz, CA | Jun 2019 - Aug 2019 | < 1 |
| Oklahoma Surgical Hospital | Tulsa, OK | Jun 2017 - Aug 2017 | < 1 |
| Student | Tulsa, OK | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OK
- TX
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$705,508
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
OK, TX
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