Myles Linhares (CRD# 6579983) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 8 years 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 |
|---|---|---|---|
| Ameritrust Investment Advisors, Inc. | Tulsa, OK | Jul 2021 - Current | 2 |
| Unemployed | Bixby, OK | Apr 2021 - Jun 2021 | < 1 |
| Stonebridge Financial | Frisco, TX | Feb 2020 - Mar 2021 | 1 |
| Bannerman Wealth | Dallas, TX | Nov 2018 - Jan 2020 | 1 |
| Unemployed | Mckinney, TX | Jul 2018 - Oct 2018 | < 1 |
| Fidelity Brokerage Services LLC | Westlake, TX | Nov 2015 - Jun 2018 | 2 |
| Aquent | Dallas, TX | Sep 2015 - Oct 2015 | < 1 |
| Travelers Insurance Company | Richardson, TX | May 2015 - Aug 2015 | < 1 |
| Unemployed | Dallas, TX | Dec 2014 - May 2015 | < 1 |
| Karmak Technology | Carlinville, IL | Sep 2014 - Nov 2014 | < 1 |
| Adecco Staffing | St. Charles, MO | Jul 2014 - Oct 2014 | < 1 |
| Unemployed | Alton, IL | May 2014 - Jul 2014 | < 1 |
| Liberty Bank | Alton, IL | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- OK
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Total Assets Under Management64MILLIONS
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Total Number of Accounts209ACCOUNTS
-
Average Account Value$304,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
OK
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