Samuel Horey, financial advisor Tulsa OK

Samuel Horey

CRD Number: 1987029
Current Firm: Wingate Capital Advisors LLC

Samuel Horey (CRD# 1987029) is an Investment Advisor Representative working at Wingate Capital Advisors LLC in Tulsa, OK and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wingate Capital Advisors, LLC Tulsa, OK Jul 2013 - Current 10
Pfe Financial Group And Tax Service Tulsa, OK Jan 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Samuel L. Horey
Phone Number: 918-895-4957
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $87,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OK, TX

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