Dba Upal Or United Professionals Assoc. Ltd.

Dba Upal Or United Professionals Assoc. Ltd. (CRD# 117509) is a financial advisory firm headquartered in Tulsa, OK. They manage $33,073,800 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $508,828
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Other
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 Dba Upal Or United Professionals Assoc. Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Donald L. Orchard
CRD#: 3003952
6840 S Trenton Ave, Tulsa, OK 74136
93
Wealthminder
score

Donald Orchard (CRD# 3003952) is an Investment Advisor Representative working at Dba Upal Or United Professionals Assoc. Ltd. in Tulsa, OK and has over 19 years of experience in the finance industry.

2
John K. Butcher
CRD#: 6368928
Tulsa, OK
88
Wealthminder
score

John Butcher (CRD# 6368928) is an Investment Advisor Representative working at Dba Upal Or United Professionals Assoc. Ltd. in Tulsa, OK and has over 3 years of experience in the finance industry.

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