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).
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Total Assets Under Management59MILLION
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Total Number of Accounts204ACCOUNTS
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Average Account Value$289,811
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
OK
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.
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.
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.
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.
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.
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.