First Independent Advisory Services, Inc.

First Independent Advisory Services, Inc. (CRD# 132678) is a financial advisory firm headquartered in Tulsa, OK. They manage $20,775,345 in 66 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $314,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AR, FL, IL, KS, MO, OH, OK, TX

Financial Advisors at First Independent Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott D. Clarke
CRD#: 2591809
4008 Gateway, Suite 100, Colleyville, TX 76034
96
Wealthminder
score

Scott Clarke (CRD# 2591809) is an Investment Advisor Representative working at First Independent Advisory Services, Inc. in Colleyville, TX and has over 21 years of experience in the finance industry. Scott Clarke 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.

2
John R. Treadwell
CRD#: 2159582
Houston, TX
53
Wealthminder
score

John Treadwell (CRD# 2159582) is an Investment Advisor Representative working at First Independent Advisory Services, Inc. in Houston, TX and has over 24 years of experience in the finance industry.

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