William Mildren (CRD# 334144) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 43 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 |
|---|---|---|---|
| Cadent Capital Advisors, LLC | Tulsa, OK | Jun 2019 - Current | 4 |
| Wunderlich Securities, Inc. | Memphis, TN | Dec 2012 - Jun 2019 | 6 |
| B. Riley Wealth Management | Tulsa, OK | Dec 2012 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1980 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
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- OK
- TX
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Total Assets Under Management617MILLIONS
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Total Number of Accounts1,254ACCOUNTS
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Average Account Value$491,907
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, LA, MO, OK, TX
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