First Investment Corporation

First Investment Corporation (CRD# 110972) is a financial advisory firm headquartered in Bartlesville, OK. They manage $49,643,634 in 474 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $104,733
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
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, KS, OK, TX

Financial Advisors at First Investment Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth W. Green
CRD#: 4372317
307 Se Frank Phillips Blvd., Bartlesville, OK 74003
96
Wealthminder
score

Kenneth Green (CRD# 4372317) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 15 years of experience in the finance industry. Kenneth Green 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
Jimmy D. Phillips
CRD#: 1346134
307 Se Frank Phillips Blvd., Bartlesville, OK 74003
96
Wealthminder
score

Jimmy Phillips (CRD# 1346134) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 31 years of experience in the finance industry. Jimmy Phillips 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.

3
Cheryl A. Green
CRD#: 2626085
307 Se Frank Phillips Blvd., Bartlesville, OK 74003
93
Wealthminder
score

Cheryl Green (CRD# 2626085) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 15 years of experience in the finance industry.

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