Philip MooberryCRD Number: 4451496
Current Firm: Cadent Capital Advisors, LLC
Philip Mooberry (CRD# 4451496) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 15 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2012 - Current||4|
|Cadent Capital Advisors, LLC||Tulsa, OK||Oct 2012 - Current||4|
|Sowell Management Services||North Little Rock, AR||Sep 2012 - Jan 2014||1|
|H.d. Vest Investment Services||Fairview, OK||Apr 2011 - Sep 2012||1|
|H.d. Vest Advisory Services||Bixby, OK||Apr 2011 - Sep 2012||1|
|H.d. Vest Insurance Services||Tulsa, OK||Apr 2011 - Sep 2012||1|
|Morgan Stanley Smith Barney||Tulsa, OK||Jun 2009 - Mar 2011||1|
|Citigroup Global Markets Inc.||Tulsa, OK||Apr 2008 - Jun 2009||1|
|Allstate Financial||Tulsa, OK||Nov 1997 - Apr 2008||10|
|Mooberry Agency||Tulsa, OK||Aug 1997 - Aug 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management180MILLIONS
Total Number of Accounts312ACCOUNTS
Average Account Value$578,199
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, LA, MO, OK, TX
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