Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner James Johnson is an investment advisor representative at Capital Advisors, Inc. in Tulsa, Oklahoma. Conner Johnson has been in the industry since 2013 and holds the Series 65 license. Conner Johnson is registered in Oklahoma and Texas. Conner Johnson specializes in providing financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Capital Advisors, Inc. is a firm based in Tulsa, Oklahoma. The firm has 38 investment advisor representatives, 1547 clients, and approximately $5.5 billion in assets under management.
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.
Helps you choose top advisors aligned with your 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.
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
11/18/2023 - Present
Capital Advisors, Inc. (TULSA OK)
IA
Issued 11/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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