Noel Bennett (CRD# 1751557) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tulsa, OK and has over 36 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 |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Tulsa, OK | Nov 2015 - Current | 8 |
| Bennett Financial Services/dba | Tulsa, OK | Jul 2008 - Current | 15 |
| Noel D. Bennett | Tulsa, OK | Oct 2000 - Current | 23 |
| First Independent Advisory Services, Inc. | Tulsa, OK | Oct 2004 - Nov 2015 | 11 |
| First Independent Financial Services, Inc. | Tulsa, OK | Sep 2003 - Nov 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- OK
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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