Unclaimed
Brandon Barnes is an investment advisor representative with Cavanal Hill Investment Management, Inc. Brandon is registered with the state of Oklahoma and has been in the industry since July 2011. Brandon has a Series 65 license and is a Chartered Financial Analyst. Brandon has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OK
11/08/2012 - Present
Cavanal Hill Investment Management, Inc. (TULSA OK)
IA
Issued 10/15/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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