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William Stanley Bivin

BIVIN & ASSOCIATES, INC.·PONCA CITY, Oklahoma
Clean recordBIVIN & ASSOCIATES, INC.
412 S. 14TH, PONCA CITY, OK 74601CRD# 1655723Firm CRD# 111688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Stanley Bivin · PONCA CITY, OK
Registration
CRD #1655723 · BIVIN & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Stanley 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
Introduction

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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# 1655723
Firm CRD# 111688
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Stanley Bivin offer?
William Stanley Bivin specializes in Financial Planning, Investment Management. Contact their office in PONCA CITY, Oklahoma for a consultation.
What are William Stanley Bivin's credentials?
William Stanley Bivin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Stanley Bivin located?
William Stanley 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 William Stanley Bivin charge for services?
William Stanley 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 at BIVIN & ASSOCIATES, INC.

Susan Irene Bivin
PONCA CITY, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)CLINTON (3)GROVE (2)NORMAN (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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