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Cathy Lerae Karney

XXEC INC·TULSA, Oklahoma
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2200 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 7389911Firm CRD# 108886
01

About

Cathy Lerae Karney is a registered financial advisor based in TULSA, Oklahoma, affiliated with XXEC INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
XXEC INC
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
AUM
$158M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at XXEC INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7389911
Firm CRD# 108886
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathy Lerae Karney offer?
Cathy Lerae Karney specializes in Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Cathy Lerae Karney's credentials?
Cathy Lerae Karney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathy Lerae Karney located?
Cathy Lerae Karney is based in TULSA, Oklahoma, working with XXEC INC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Cathy Lerae Karney charge for services?
Cathy Lerae Karney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XXEC INC?
XXEC INC has approximately 5 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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