Ameritrust Investment Advisors Inc.

Ameritrust Investment Advisors Inc. (CRD# 108589) is a financial advisory firm headquartered in Tulsa, OK. They manage $59,121,507 in 204 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $289,811
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Ameritrust Investment Advisors Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Kenny L. Brown
CRD#: 6862043
4506 S Harvard Ave, Tulsa, OK 74135

Kenny Brown (CRD# 6862043) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.

2
Ronald C. Dugan
CRD#: 2859784
4506 S Harvard Ave, Tulsa, OK 74135

Ronald Dugan (CRD# 2859784) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.

3
Laurie M. Horton
CRD#: 5915520
4506 S Harvard Ave, Tulsa, OK 74135

Laurie Horton (CRD# 5915520) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 11 years of experience in the finance industry.

4
John H. Roe
CRD#: 1224388
4506 S Harvard Ave, Tulsa, OK 74135

John Roe (CRD# 1224388) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry. John Roe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Myles R. Linhares
CRD#: 6579983
4506 S Harvard Ave, Tulsa, OK 74135

Myles Linhares (CRD# 6579983) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 8 years of experience in the finance industry.

6
Jaylon S. Rodriguez
CRD#: 7799532
4506 S Harvard Ave, Tulsa, OK 74135

Jaylon Rodriguez (CRD# 7799532) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

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