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Roger Dale Gaddis

GADDIS PREMIER WEALTH ADVISORS LLC·DURANT, Oklahoma
Clean recordGADDIS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roger Dale Gaddis is a registered financial advisor based in DURANT, Oklahoma, affiliated with GADDIS PREMIER WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
AUM
$279M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at GADDIS PREMIER WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1635364
Firm CRD# 317837
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)ARDMORE (5)PONCA CITY (4)BETHANY (4)CLINTON (3)GROVE (2)NORMAN (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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