Unclaimed
Garrett Fowler is a registered investment advisor representative with Cavanal Hill Investment Management, Inc. Garrett has been in the industry since 2018. Garrett is registered in Arizona, Arkansas, California, Colorado, Kansas, Louisiana, Missouri, New Mexico, Oklahoma and Texas. Garrett holds the Series 6, Series 63, Series 65 and SIE exams. Garrett has been employed with BOKF, NA since November 2014 and with Cavanal Hill Investment Management, Inc. since August 2017.
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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2
OK
10/04/2018 - Present
Cavanal Hill Investment Management, Inc. (Tulsa OK)
IA
Issued 10/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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