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
First Independent Advisory Services, Inc.
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts66ACCOUNTS
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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
Registered Investment Advisor
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.
No Advisor Found.
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