Unclaimed
James Frederick Arens is an investment advisor representative at Allegiant Wealth Advisors, LLC. James has been in the industry since May 1997 and is a Chartered Financial Analyst. Allegiant Wealth Advisors, LLC is a registered investment advisor with offices in Tulsa, Oklahoma. The firm provides investment advice to individuals, corporations, charitable organizations, and high-net-worth individuals. The firm also provides financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
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
07/26/2024 - Present
Allegiant Wealth Advisors, LLC (TULSA OK)
Active
Inactive
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