Unclaimed Profile

Debra Lynn Konieczny

CAPITAL ADVISORS, INC.·TULSA, Oklahoma

SIE, Series 7, Series 24, Series 53, Series 63, Series 66Clean record24 years registeredCAPITAL ADVISORS, INC.

2222 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 2494544Firm CRD# 104643

Profile Verification

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

Identity

Debra Lynn Konieczny · TULSA, OK

Registration

CRD #2494544 · CAPITAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL ADVISORS, INC.

CAPITAL ADVISORS, INC.

Mar 2011 – Dec 2024

OKLAHOMA CITY, OK

MML INVESTORS SERVICES, LLC

Sep 2010 – Mar 2011

OKLAHOMA CITY, OK

EDWARD JONES

Aug 2007 – Jun 2008

EDMOND, OK

EDWARD JONES

Dec 2006 – Aug 2007

EDMOND, OK

WELLS FARGO INVESTMENTS, LLC

Aug 2002 – Mar 2004

GRAND JUNCTION, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · August 14, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ADVISORS, INC.

CRD 104643 · SEC 801-14050

AUM

$5.5B

Regulatory assets under management

Employees

6,518 client accounts

Services offered by CAPITAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Debra Lynn Konieczny offer?

Debra Lynn Konieczny specializes in Financial Planning, Investment Management, Wealth Management.

What are Debra Lynn Konieczny's credentials?

Debra Lynn Konieczny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Lynn Konieczny located?

Debra Lynn Konieczny is based in TULSA, Oklahoma, last registered with CAPITAL ADVISORS, INC..

How does Debra Lynn Konieczny charge for services?

Debra Lynn Konieczny's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ADVISORS, INC.?

CAPITAL ADVISORS, INC. has approximately 59 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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