Chartmark Investments, Inc.

Chartmark Investments, Inc. (CRD# 114812) is a financial advisory firm headquartered in Tulsa, OK. They manage $71,287,848 in 145 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $491,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Chartmark Investments, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John A. Clerico
CRD#: 4453850
2200 S Utica Place Suite 525, Tulsa, OK 74114

John Clerico (CRD# 4453850) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 22 years of experience in the finance industry.

2
Meg E. Gentry
CRD#: 5012120
2200 S Utica Place Suite 525, Tulsa, OK 74114

Meg Gentry (CRD# 5012120) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.

3
Eugene J. Smith
CRD#: 2816924
2200 S Utica Place Suite 525, Tulsa, OK 74114

Eugene Smith (CRD# 2816924) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.

4
Mark S. Smith
CRD#: 2512882
2200 S Utica Place Suite 525, Tulsa, OK 74114

Mark Smith (CRD# 2512882) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.

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