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Roger Dale Gaddis

GADDIS PREMIER WEALTH ADVISORS LLC·DURANT, Oklahoma
SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65CFP31 years registeredGADDIS PREMIER WEALTH ADVISORS LLC
202 W MAIN, DURANT, OK 74701CRD# 1635364Firm CRD# 317837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Dale Gaddis · DURANT, OK
Registration
CRD #1635364 · GADDIS PREMIER WEALTH ADVISORS LLC · 31 years registered
Brand Profile
Not yet started
01

Career History

GADDIS PREMIER WEALTH ADVISORS LLC
Jun 2022 – present
KESTRA ADVISORY SERVICES, LLC
May 2019 – Jun 2022
Ada, OK
LPL FINANCIAL LLC
Feb 1995 – Jun 2019
MCALESTER, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 9
Series 10
Series 24
Series 63
Series 65
Registration record
First registered · February 16, 1995
Years registered · 31
Professional designation · CFP
03

Disclosure History

2019Customer Dispute·Denied
2008Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837 · SEC 801-125772
AUM
$279M
Regulatory assets under management
Employees
16
1,907 client accounts
Services offered by GADDIS PREMIER WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GADDIS PREMIER WEALTH ADVISORS LLC →
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05

Frequently Asked Questions

What services does Roger Dale Gaddis offer?
Roger Dale Gaddis specializes in Financial Planning, Investment Management. Contact their office in DURANT, Oklahoma for a consultation.
What are Roger Dale Gaddis's credentials?
Roger Dale Gaddis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Roger Dale Gaddis located?
Roger Dale Gaddis is based in DURANT, Oklahoma, working with GADDIS PREMIER WEALTH ADVISORS LLC. Their office serves clients in the DURANT metropolitan area and surrounding communities.
How does Roger Dale Gaddis charge for services?
Roger Dale Gaddis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GADDIS PREMIER WEALTH ADVISORS LLC?
GADDIS PREMIER WEALTH ADVISORS LLC has approximately 16 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GADDIS PREMIER WEALTH ADVISORS LLC

Leigh Ann Gaddis
DURANT, OK
Tammy Jo Byrd
DURANT, OK
Derek Jonathon Hines
DURANT, OK
Dave Allan Reed
DURANT, OK
Teresa Marie Adams
DURANT, OK

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