Wingate Capital Advisors LLC

Wingate Capital Advisors LLC (CRD# 168188) is a financial advisory firm headquartered in Tulsa, OK. They manage $396,289 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $79,258
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Wingate Capital Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel L. Horey
CRD#: 1987029
8143 E. 11th St, Tulsa, OK 74112
73
Wealthminder
score

Samuel Horey (CRD# 1987029) is an Investment Advisor Representative working at Wingate Capital Advisors LLC in Tulsa, OK and has over 22 years of experience in the finance industry.

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