Philip Mooberry, financial advisor Tulsa OK

Philip Mooberry

CRD 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 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cadent Capital Advisors, LLC Tulsa, OK Oct 2012 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Oct 2012 - Aug 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Philip A. Mooberry
Phone Number: 918-935-3450
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    617
    MILLIONS
  • Total Number of Accounts
    1,254
    ACCOUNTS
  • Average Account Value
    $491,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, CA, CO, LA, MO, OK, TX

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