Unclaimed Profile

Cathy Lerae Karney

XXEC INC·TULSA, Oklahoma

Clean recordXXEC INC

2200 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 7389911Firm CRD# 108886

Profile Verification

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

Identity

Cathy Lerae Karney · TULSA, OK

Registration

CRD #7389911 · XXEC INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

XXEC INC

FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.

AUM

$158M

Regulatory assets under management

Employees

Total firm employees

View all advisors at XXEC INC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7389911

Firm CRD# 108886

View on FINRA BrokerCheck →

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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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