D Bishop, financial advisor Tulsa OK

D Bishop

CRD Number: 4526655
Current Firm: Northpoint Wealth Financial Services, LLC

D Bishop (CRD# 4526655) is an Investment Advisor Representative working at Northpoint Wealth Financial Services, LLC in Tulsa, OK and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
The Parentcare Institute Tulsa, OK Aug 2020 - Current 3
Kathryn Bishop LLC Tulsa, OK Aug 2020 - Current 3
The Family Wealth Consortium, LLC Tulsa, OK Jan 2013 - Current 11
Northpoint Wealth Financial Services, LLC Tulsa, OK Jan 2013 - Current 11
Northpoint Wealth Insurance Design, LLC Tulsa, OK Jan 2013 - Current 11
Northpoint Wealth Management, LLC Tulsa, OK Sep 2006 - Current 17
Saving Oklahoma's Future, Inc. Tulsa, OK Apr 2012 - Apr 2021 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for D G. Bishop
Phone Number: 918-518-5910
Registered State(s):
  • OK
Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OK

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