Financial Solutions, Inc.

Financial Solutions, Inc. (CRD# 123760) is a financial advisory firm headquartered in Tulsa, OK. They manage $1,308,032,119 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,308
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $93,430,866
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Financial Solutions, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James R. Meynard
CRD#: 2947598
320 South Boston, Suite 1130, Tulsa, OK 74103
96
Wealthminder
score

James Meynard (CRD# 2947598) is an Investment Advisor Representative working at Financial Solutions, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.

2
Gary W. Gould
CRD#: 1058012
320 South Boston, Suite 1130, Tulsa, OK 74103
93
Wealthminder
score

Gary Gould (CRD# 1058012) is an Investment Advisor Representative working at Financial Solutions, Inc. in Tulsa, OK and has over 12 years of experience in the finance industry.

3
John J. Hastings
CRD#: 6016715
320 South Boston, Suite 1130, Tulsa, OK 74103
90
Wealthminder
score

John Hastings (CRD# 6016715) is an Investment Advisor Representative working at Financial Solutions, Inc. in Tulsa, OK and has over 4 years of experience in the finance industry.

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