Comprehensive Financial Planning Inc.

Comprehensive Financial Planning Inc. (CRD# 109822) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $172,079,229 in 337 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2919 United Founders Blvd., Oklahoma City, OK 73112
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $510,621
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Comprehensive Financial Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Evans, financial advisor Oklahoma City OK
David K. Evans
CRD#: 1060172
2919 United Founders Blvd., Oklahoma City, OK 73112

David Evans (CRD# 1060172) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in Oklahoma City, OK and has over 41 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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