Herndon Plant Oakley Ltd

Herndon Plant Oakley Ltd (CRD# 44971) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $59,069,548 in 119 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $496,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
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.

FL, KS, OK, TX

Financial Advisors at Herndon Plant Oakley Ltd
Showing 1 - 4 of 4 top financial advisors.
1
Robert R. Herndon
CRD#: 2637084
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
93
Wealthminder
score

Robert Herndon (CRD# 2637084) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 22 years of experience in the finance industry.

2
Brent S. Holt
CRD#: 5454897
711 N. Carancahua, Suite 100, Corpus Christi, TX 78475
93
Wealthminder
score

Brent Holt (CRD# 5454897) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 10 years of experience in the finance industry.

3
Phillip M. Plant
CRD#: 5722455
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Phillip Plant (CRD# 5722455) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in San Antonio, TX and has over 5 years of experience in the finance industry.

4
Phillip M. Plant
CRD#: 364393
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
81
Wealthminder
score

Phillip Plant (CRD# 364393) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 26 years of experience in the finance industry.

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