C.c. Investment Advisors

C.c. Investment Advisors (CRD# 117895) is a financial advisory firm headquartered in Bethany, OK. They manage $11,600,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $187,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

OK

Financial Advisors at C.c. Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Daniel D. Parcel
CRD#: 3142664
7300 N.w. 23rd St., #401, Bethany, OK 73008
93
Wealthminder
score

Daniel Parcel (CRD# 3142664) is an Investment Advisor Representative working at C.c. Investment Advisors in Bethany, OK and has over 18 years of experience in the finance industry.

2
Daniel M. Meek
CRD#: 4486201
7300 N.w. 23rd St., #401, Bethany, OK 73008
81
Wealthminder
score

Daniel Meek (CRD# 4486201) is an Investment Advisor Representative working at C.c. Investment Advisors in Bethany, OK and has over 16 years of experience in the finance industry.

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