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Susan Irene Bivin

BIVIN & ASSOCIATES, INC.·PONCA CITY, Oklahoma
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412 S. 14TH, PONCA CITY, OK 74601CRD# 6925431Firm CRD# 111688
01

About

Susan Irene Bivin is a registered financial advisor based in PONCA CITY, Oklahoma, affiliated with BIVIN & ASSOCIATES, INC.. 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
BIVIN & ASSOCIATES, INC.
BIVIN & ASSOCIATES, INC.
AUM
$129M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BIVIN & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6925431
Firm CRD# 111688
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Irene Bivin offer?
Susan Irene Bivin specializes in Financial Planning, Investment Management. Contact their office in PONCA CITY, Oklahoma for a consultation.
What are Susan Irene Bivin's credentials?
Susan Irene Bivin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Irene Bivin located?
Susan Irene Bivin is based in PONCA CITY, Oklahoma, working with BIVIN & ASSOCIATES, INC.. Their office serves clients in the PONCA CITY metropolitan area and surrounding communities.
How does Susan Irene Bivin charge for services?
Susan Irene Bivin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIVIN & ASSOCIATES, INC.?
BIVIN & ASSOCIATES, INC. has approximately 6 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PONCA CITY
Carl Victor Coates — COATES CARL VICTORGerald Don Corbin — COATES CARL VICTORWilliam Stanley Bivin — BIVIN & ASSOCIATES, INC.
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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