Soard Financial Management, LLC
Soard Financial Management, LLC (CRD# 156392) is a financial advisory firm headquartered in Edmond, OK. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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 5 years of experience in the finance industry.