Meg GentryCRD Number: 5012120
Current Firm: Chartmark Investments, Inc.
Meg Gentry (CRD# 5012120) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Chartmark Investments, Inc.||Tulsa, OK||Mar 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management122MILLIONS
Total Number of Accounts152ACCOUNTS
Average Account Value$805,277
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, OK, TX
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