linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Thomas Vowinkle

Cavanal Hill Investment Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Thomas Vowinkle

Brandon Vowinkle is a financial advisor who has been in the industry since 2008. Brandon is currently registered with Cavanal Hill Investment Management, Inc. and has previously worked with Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, BOK Financial Securities, Inc., BOKF, NA and BOK FINANCIAL ASSET MANAGEMENT, INC. Brandon has earned the Certified Financial Planner designation. Brandon has specialized experience in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

Firm Information

Brandon Vowinkle is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Vowinkle’s Registration & Firm History

CO

12/09/2021 - Present

Cavanal Hill Investment Management, Inc. (DENVER CO)

TX

04/26/2013 - 02/11/2015

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

06/04/2008 - 04/29/2013

FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)

Not sure if Brandon Thomas Vowinkle is right for you?

Licenses & Designations

BOTH

Issued 05/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Thomas Vowinkle.
Not sure if Brandon Thomas Vowinkle is right for you?