Bivin & Associates, Inc.

Bivin & Associates, Inc. (CRD# 111688) is a financial advisory firm headquartered in Ponca City, OK. They manage $68,847,075 in 376 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $183,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, OK, TX

Financial Advisors at Bivin & Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
William S. Bivin
CRD#: 1655723
412 S. 14th Street, Ponca City, OK 74601
103
Wealthminder
score
William Bivin (CRD# 1655723) is an Investment Advisor Representative working at Bivin & Associates, Inc. in Ponca City, OK and has over 28 years of experience in the finance industry. William Bivin 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Jason C. Bivin
CRD#: 4660680
412 S. 14th, Ponca City, OK 74601
93
Wealthminder
score

Jason Bivin (CRD# 4660680) is an Investment Advisor Representative working at Bivin & Associates, Inc. in Ponca City, OK and has over 8 years of experience in the finance industry.

3
Julie D. Brown
CRD#: 2527959
412 S. 14th, Ponca City, OK 74601
93
Wealthminder
score

Julie Brown (CRD# 2527959) is an Investment Advisor Representative working at Bivin & Associates, Inc. in Ponca City, OK and has over 16 years of experience in the finance industry.

4
Lacy M. Arnold
CRD#: 5530804
412 S. 14th, Ponca City, OK 74601
89
Wealthminder
score

Lacy Arnold (CRD# 5530804) is an Investment Advisor Representative working at Bivin & Associates, Inc. in Ponca City, OK and has over 2 years of experience in the finance industry.

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