Unclaimed Profile

Carol Virginia Poarch

NATIVE AMERICAN FUND ADVISORS LLC·TULSA, Oklahoma

SIE, Series 7, Series 53, Series 63, Series 65Clean record11 years registeredNATIVE AMERICAN FUND ADVISORS LLC

1616 EAST 15TH STREET, TULSA, OK 74120CRD# 1572531Firm CRD# 108149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol Virginia Poarch · TULSA, OK

Registration

CRD #1572531 · NATIVE AMERICAN FUND ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NATIVE AMERICAN FUND ADVISORS LLC

PINNACLE INVESTMENT ADVISORS

Jun 2023 – May 2024

TULSA, OK

BOK FINANCIAL ADVISORS

Nov 2014 – May 2023

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 53

Series 63

Series 65

Registration record

First registered · November 13, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NATIVE AMERICAN FUND ADVISORS LLC

CRD 108149 · SEC 801-57618

AUM

$35M

Regulatory assets under management

Employees

2 client accounts

Services offered by NATIVE AMERICAN FUND ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NATIVE AMERICAN FUND ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Carol Virginia Poarch offer?

Carol Virginia Poarch specializes in Financial Planning, Investment Management, Wealth Management.

What are Carol Virginia Poarch's credentials?

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

Where is Carol Virginia Poarch located?

Carol Virginia Poarch is based in TULSA, Oklahoma, last registered with NATIVE AMERICAN FUND ADVISORS LLC.

How does Carol Virginia Poarch charge for services?

Carol Virginia Poarch'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 NATIVE AMERICAN FUND ADVISORS LLC?

NATIVE AMERICAN FUND ADVISORS LLC has approximately 8 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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