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Kelcy T Flores

Capital Advisors, Inc.

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About Kelcy T Flores

Kelcy Flores is a financial advisor registered in Alabama, Oklahoma and Texas. Kelcy Flores is a Certified Financial Planner and has been in the industry since January 2014. Kelcy Flores is currently employed at Capital Advisors, Inc. Capital Advisors, Inc. is a registered investment advisor based in Tulsa, Oklahoma. Capital Advisors, Inc. provides a variety of financial planning and investment management services to individuals, families, businesses, and institutions. Kelcy Flores works with a variety of clients including individuals, families, businesses, and institutions. Kelcy Flores has experience with a wide range of investment strategies and can help clients develop a plan to meet their financial goals.

Firm Information

Kelcy Flores 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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Kelcy Flores’s Registration & Firm History

OK

11/07/2019 - Present

Capital Advisors, Inc. (TULSA OK)

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Licenses & Designations

IA

Issued 12/13/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelcy T Flores.
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