Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Elizabeth Rueb is a Registered Investment Advisor (RIA) at Capital Advisors, Inc. in Tulsa, Oklahoma. Courtney has been in the financial services industry since January 2012 and is licensed to provide financial advice in Oklahoma and Texas. Courtney is also a board member of the Tulsa Estate and Planning Forum. Courtney's areas of expertise include financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.
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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2
OK
09/30/2024 - Present
Capital Advisors, Inc. (TULSA OK)
Active
Inactive
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