Soard Financial Management, LLC
Soard Financial Management, LLC (CRD# 156392) is a financial advisory firm headquartered in Edmond, OK. They manage $24,097,000 in 155 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$155,465
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Donald Soard (CRD# 5885047) is an Investment Advisor Representative working at Soard Financial Management, LLC in Edmond, OK and has over 9 years of experience in the finance industry.