Perspective Advisors, LLC

Perspective Advisors, LLC (CRD# 301811) is a financial advisory firm headquartered in Bartlesville, OK. They manage $34,194,238 in 322 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
612 Se Frank Phillips Blvd, Bartlesville, OK 74006
https://m.facebook.com/planwithperspective/
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $106,193
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, OK, TX

Financial Advisors at Perspective Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nathan Barham, financial advisor Bartlesville OK
Nathan M. Barham
CRD#: 4632835
1740 Se Washington Blvd, Bartlesville, OK 74006

Nathan Barham (CRD# 4632835) is an Investment Advisor Representative working at Perspective Advisors, LLC in Bartlesville, OK and has over 20 years of experience in the finance industry.

2
Marshall Fraser, financial advisor Bartlesville OK
Marshall M. Fraser
CRD#: 6150620
612 Se Frank Phillips Blvd, Bartlesville, OK 74006

Marshall Fraser (CRD# 6150620) is an Investment Advisor Representative working at Perspective Advisors, LLC in Bartlesville, OK and has over 10 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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