A-team Financial Investments

A-team Financial Investments (CRD# 298219) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $31,625,611 in 495 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10307 Greenbriar Parkway, Oklahoma City, OK 73159
https://www.facebook.com/angelarokeefe/?ref=bookmarks
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $63,890
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at A-team Financial Investments
Showing 1 - 2 of 2 top financial advisors.
1
Angela O'keefe, financial advisor Oklahoma City OK
Angela O'keefe
CRD#: 4755493
10307 Greenbriar Parkway, Oklahoma City, OK 73159

Angela O'keefe (CRD# 4755493) is an Investment Advisor Representative working at A-team Financial Investments in Oklahoma City, OK and has over 19 years of experience in the finance industry.

2
Danita Rose, financial advisor Oklahoma City OK
Danita A. Rose
CRD#: 7590269
10307 Greenbriar Parkway, Oklahoma City, OK 73159

Danita Rose (CRD# 7590269) is an Investment Advisor Representative working at A-team Financial Investments in Oklahoma City, OK and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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