Sageoak Financial, LLC
Sageoak Financial, LLC (CRD# 166927) is a financial advisory firm headquartered in Tulsa, OK. They manage $2,037,393 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$61,739
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tyler Gray (CRD# 6163683) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 3 years of experience in the finance industry. Tyler Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.