Pismo Pacific Financial Services, LLC

Pismo Pacific Financial Services, LLC (CRD# 166260) is a financial advisory firm headquartered in Norman, OK. They manage $13,500,000 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1416 N. Porter Ave., Norman, OK 73071
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $162,651
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OK

Financial Advisors at Pismo Pacific Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raymond Rennie, financial advisor Norman OK
Raymond M. Rennie
CRD#: 1615450
1416 N. Porter Ave., Norman, OK 73071

Raymond Rennie (CRD# 1615450) is an Investment Advisor Representative working at Pismo Pacific Financial Services, LLC in Norman, OK and has over 37 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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