Ccr Investment Advisers, LLC

Ccr Investment Advisers, LLC (CRD# 298279) is a financial advisory firm headquartered in Ponca City, OK. They manage $51,686,260 in 148 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1920 Lake Road, Ponca City, OK 74604
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $349,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Ccr Investment Advisers, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Carl Coates, financial advisor Ponca City OK
Carl V. Coates
CRD#: 2254384
1920 Lake Road, Ponca City, OK 74604

Carl Coates (CRD# 2254384) is an Investment Advisor Representative working at Ccr Investment Advisers, LLC in Ponca City, OK and has over 31 years of experience in the finance industry.

2
Gerald Corbin, financial advisor Ponca City OK
Gerald D. Corbin
CRD#: 2620651
1920 Lake Road, Ponca City, OK 74604

Gerald Corbin (CRD# 2620651) is an Investment Advisor Representative working at Ccr Investment Advisers, LLC in Ponca City, OK and has over 28 years of experience in the finance industry.

3
Lisa Reed, financial advisor Ponca City OK
Lisa M. Reed
CRD#: 6898642
1920 Lake Road, Ponca City, OK 74604

Lisa Reed (CRD# 6898642) is an Investment Advisor Representative working at Ccr Investment Advisers, LLC in Ponca City, OK and has over 6 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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