William Mildren, financial advisor Tulsa OK

William Mildren

CRD Number: 334144
Current Firm: Cadent Capital Advisors, LLC

William Mildren (CRD# 334144) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Cadent Capital Advisors, LLC Tulsa, OK Jun 2019 - Current 3
Wunderlich Securities, Inc. Memphis, TN Dec 2012 - Jun 2019 6
B. Riley Wealth Management Tulsa, OK Dec 2012 - Jun 2019 6
Sanders Morris Harris Inc. Tulsa, OK Dec 2003 - Dec 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1980
S65 NASAA Investment Advisors Law Examination Aug 1993
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William H. Mildren
Phone Number: 918-935-3450
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    553
    MILLIONS
  • Total Number of Accounts
    1,198
    ACCOUNTS
  • Average Account Value
    $461,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, CA, CO, LA, MO, OK, TX

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