Unclaimed
Braden Davis is an Investment Advisor Representative registered with the state of Oklahoma and affiliated with Scissortail Wealth Management, LLC. Braden has been working in the financial services industry since 2013. Braden holds the Series 65 license and the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OK
07/18/2024 - Present
Scissortail Wealth Management, LLC (TULSA OK)
IA
Issued 07/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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