First State Investment Advisors Inc.

First State Investment Advisors Inc. (CRD# 104788) is a financial advisory firm headquartered in Tulsa, OK. They manage $78,454,346 in 230 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8801 S. Yale Ave., Suite 410, Tulsa, OK 74137
https://www.firststate-ok.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $341,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

OK, TX

Financial Advisors at First State Investment Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Paul Mitchell, financial advisor Tulsa OK
Paul D. Mitchell
CRD#: 1044547
8801 S. Yale Ave. Suite 410, Tulsa, OK 74137

Paul Mitchell (CRD# 1044547) is an Investment Advisor Representative working at First State Investment Advisors Inc. in Tulsa, OK and has over 41 years of experience in the finance industry.

2
Matthew Redmond, financial advisor Tulsa OK
Matthew D. Redmond
CRD#: 6844532
8801 S. Yale Ave., Suite 410, Tulsa, OK 74137

Matthew Redmond (CRD# 6844532) is an Investment Advisor Representative working at First State Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

3
Sidney Shupack, financial advisor Tulsa OK
Sidney I. Shupack
CRD#: 423043
8801 S. Yale Ave. Suite 410, Tulsa, OK 74137

Sidney Shupack (CRD# 423043) is an Investment Advisor Representative working at First State Investment Advisors Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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