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 $63,047,939 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

6840 South Trenton Avenue, Tulsa, OK 74136

http://www.upal.com

By the Numbers

Total Assets Under Management

63

MILLION
Total Number of Accounts

89

ACCOUNTS
Average Account Value

$708,404

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Dba Upal Or United Professionals Assoc. Ltd.

Showing 1 - 2 of 2 top financial advisors.

Lea A. Nunley

CRD#: 5293446

6840 South Trenton Avenue, Tulsa, OK 74136

Lea Nunley (CRD# 5293446) is an Investment Advisor Representative working at Dba Upal Or United Professionals Assoc. Ltd. in Tulsa, OK and has over 7 years of experience in the finance industry.

Chauncey J. Pickering

CRD#: 6270041

6840 South Trenton Avenue, Tulsa, OK 74136

Chauncey Pickering (CRD# 6270041) is an Investment Advisor Representative working at Dba Upal Or United Professionals Assoc. Ltd. in Tulsa, OK and has over 9 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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