Joanna McCall, financial advisor Tulsa OK
96 score

Joanna McCall

CRD Number: 3126628
Current Firm: Sms Financial & Investment Management

Joanna McCall (CRD# 3126628) is an Investment Advisor Representative working at Sms Financial & Investment Management in Tulsa, OK and has over 18 years of experience in the finance industry. Joanna McCall 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.

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Professional Designations
Company Name Location Dates Years
Sms Financial & Investment Management Tulsa, OK Oct 1999 - Current 17
Joanna S. Mccall, P.c. Oklahoma City, OK Feb 1999 - Current 17
Silver Oak Securities, Inc. Jackson, TN Jan 2008 - Nov 2010 2
Oakbrook Financial Group, LLC Oklahoma City, OK May 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Joanna S. McCall
Phone Number: 918-481-6262
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $420,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AR, KS, OK, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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