Bertrand Investment Strategies, LLC

Bertrand Investment Strategies, LLC (CRD# 321651) is a financial advisory firm headquartered in Oklahoma City, OK. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9909 S. Pennsylvania Ave., Oklahoma City, OK 73159
http://www.retirementsolutionsok.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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 Bertrand Investment Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carrie Bertrand, financial advisor Oklahoma City OK
Carrie E. Bertrand
CRD#: 4953514
9909 S. Pennsylvania Ave., Oklahoma City, OK 73159

Carrie Bertrand (CRD# 4953514) is an Investment Advisor Representative working at Bertrand Investment Strategies, LLC in Oklahoma City, OK and has over 18 years 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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