Herndon Plant Oakley Ltd

Herndon Plant Oakley Ltd (CRD# 44971) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $82,050,950 in 263 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
800 N. Shoreline Blvd, Suite 2200 South, Corpus Christi, TX 78401
https://www.hpo.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $311,981
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
The map below shows states where this firm has explicit registration only.

FL, KS, TX

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

Robert Herndon (CRD# 2637084) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 28 years of experience in the finance industry.

2
Brent Holt, financial advisor Corpus Christi TX
Brent S. Holt
CRD#: 5454897
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401

Brent Holt (CRD# 5454897) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 16 years of experience in the finance industry.

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

Phillip Plant (CRD# 364393) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 31 years of experience in the finance industry.

4
Phillip Plant, financial advisor San Antonio TX
Phillip M. Plant
CRD#: 5722455
18585 Sigma Rd, Suite 106, San Antonio, TX 78258

Phillip Plant (CRD# 5722455) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in San Antonio, TX and has over 11 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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