Falcon Financial Of Oklahoma, LLC

Falcon Financial Of Oklahoma, LLC (CRD# 144612) is a financial advisory firm headquartered in , . They manage $20,057,261 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $191,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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 Falcon Financial Of Oklahoma, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christi S. Powell
CRD#: 5379104
Edmond, OK
96
Wealthminder
score

Christi Powell (CRD# 5379104) is an Investment Advisor Representative working at Falcon Financial Of Oklahoma, LLC in Edmond, OK and has over 9 years of experience in the finance industry. Christi Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.