Ok401k, Inc.

Ok401k, Inc. (CRD# 286410) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $74,742,285 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $526,354
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Ok401k, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Terrence O. Morgan
CRD#: 3052723
3030 Nw Expressway, Suite 300, Oklahoma City, OK 73112

Terrence Morgan (CRD# 3052723) is an Investment Advisor Representative working at Ok401k, Inc. in Oklahoma City, OK and has over 25 years of experience in the finance industry.

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