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
John Treadwell (CRD# 2159582) is an Investment Advisor Representative working at First Independent Advisory Services, Inc. in Houston, TX and has over 26 years of experience in the finance industry.