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Keith Charles Goddard

Capital Advisors, Inc.

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About Keith Charles Goddard

Keith Goddard is a financial advisor at Capital Advisors, Inc. with over 30 years of experience in the financial services industry. Keith has a strong understanding of financial markets and investment strategies. Keith holds licenses for both securities and investment advising. He is registered to offer investment advisory services in Louisiana, Oklahoma, and Texas. Keith is dedicated to helping individuals and businesses meet their financial goals.

Firm Information

Keith Goddard is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Keith Goddard’s Registration & Firm History

OK

10/31/2022 - Present

Capital Advisors, Inc. (TULSA OK)

OK

09/16/1991 - 10/02/2017

MINSHALL & COMPANY INC. (TULSA OK)

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Licenses & Designations

IA

Issued 12/12/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2002

Series 24 - General Securities Principal Examination

BC

Issued 05/12/1992

Series 4 - Registered Options Principal Examination

BC

Issued 10/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Charles Goddard.
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