Council Oak Wealth Advisors
Council Oak Wealth Advisors (CRD# 297180) is a financial advisory firm headquartered in Tulsa, OK. They manage $391,018,952 in 886 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management391MILLION
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Total Number of Accounts886ACCOUNTS
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Average Account Value$441,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, KS, NH, OK, TX
James Diacon (CRD# 1653168) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 36 years of experience in the finance industry.
Nathan Lovelle (CRD# 3153234) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 25 years of experience in the finance industry.
Daniel Beutel (CRD# 6949326) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 4 years of experience in the finance industry.
Angel Flores (CRD# 7534204) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has 1 year of experience in the finance industry.