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).
Total Assets Under Management21MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$314,778
- A percentage of assets under your management
- 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)
AR, FL, IL, KS, MO, OH, OK, TX
Scott Clarke (CRD# 2591809) is an Investment Advisor Representative working at First Independent Advisory Services, Inc. in Colleyville, TX and has over 22 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.
John Treadwell (CRD# 2159582) is an Investment Advisor Representative working at First Independent Advisory Services, Inc. in Houston, TX and has over 25 years of experience in the finance industry.