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Bradley Scott Priest

Capital Advisors, Inc.

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About Bradley Scott Priest

Bradley Scott Priest is an investment advisor representative at Capital Advisors, Inc. Bradley is registered with the state of Oklahoma and also holds licenses in Alaska, Kansas, Nevada, and Texas. Bradley has been an investment advisor representative since 2014. Prior to joining Capital Advisors, Inc., Bradley worked at CHARLES SCHWAB & CO., INC. Bradley has passed the Series 7, 63, 65, and 66 exams. Bradley specializes in providing portfolio management for individuals, businesses, and investment companies, and also offers financial planning and selection of other advisors.

Firm Information

Bradley Priest is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Priest’s Registration & Firm History

OK

11/21/2014 - Present

Capital Advisors, Inc. (TULSA OK)

OK

08/10/2005 - 09/20/2010

CHARLES SCHWAB & CO., INC. (TULSA OK)

TX

10/27/1993 - 05/25/1999

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

GA

01/04/1993 - 07/01/1993

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/02/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Scott Priest.
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