First Investment Corporation

First Investment Corporation (CRD# 110972) is a financial advisory firm headquartered in Bartlesville, OK. They manage $59,406,523 in 217 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $273,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, KS, OK, TX

Financial Advisors at First Investment Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Morgan F. Barnhill
CRD#: 6204844
307 Se Frank Phillips Blvd., Bartlesville, OK 74003

Morgan Barnhill (CRD# 6204844) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 5 years of experience in the finance industry.

2
Cheryl A. Green
CRD#: 2626085
307 Se Frank Phillips Blvd., Bartlesville, OK 74003

Cheryl Green (CRD# 2626085) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 22 years of experience in the finance industry.

3
Kenneth W. Green
CRD#: 4372317
307 Se Frank Phillips Blvd., Bartlesville, OK 74003

Kenneth Green (CRD# 4372317) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 22 years of experience in the finance industry.

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