Investment Strategies, LLC
Investment Strategies, LLC (CRD# 140739) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $7,818,000 in 267 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management8MILLION
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Total Number of Accounts267ACCOUNTS
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Average Account Value$29,281
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OK, TX
Harry Bertrand (CRD# 2046252) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 25 years of experience in the finance industry.
Marcus Rose (CRD# 6619492) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 8 years of experience in the finance industry.
Rhett Wood (CRD# 6000403) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.