Claim Profile
DG

Drew Spencer Garner

ARK & TLK INVESTMENTS, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
7308 N. CLASSEN BLVD., OKLAHOMA CITY, OK 73116CRD# 6739306Firm CRD# 205512
01

About

Drew Spencer Garner is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ARK & TLK INVESTMENTS, 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
03

Firm Overview

Firm
ARK & TLK INVESTMENTS, LLC
CASTLEPOINT WEALTH ADVISORS
AUM
$547M
Regulatory assets under management
Employees
10
Total firm employees
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# 6739306
Firm CRD# 205512
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Drew Spencer Garner offer?
Drew Spencer Garner specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Drew Spencer Garner's credentials?
Drew Spencer Garner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Drew Spencer Garner located?
Drew Spencer Garner is based in OKLAHOMA CITY, Oklahoma, working with ARK & TLK INVESTMENTS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Drew Spencer Garner charge for services?
Drew Spencer Garner'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 ARK & TLK INVESTMENTS, LLC?
ARK & TLK INVESTMENTS, LLC has approximately 10 employees and manages $547M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty