Herndon Plant Oakley Ltd

Herndon Plant Oakley Ltd (CRD# 44971) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $55,946,342 in 109 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $513,269
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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.

AL, AR, AZ, CA, CO, DC, FL, HI, IL, KS, LA, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Herndon Plant Oakley Ltd
Showing 1 - 3 of 3 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 21 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 8 years of experience in the finance industry.

3
Phillip M. Plant
CRD#: 364393
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
93
Wealthminder
score

Phillip Plant (CRD# 364393) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 24 years of experience in the finance industry.

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