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Elizabeth Lieser Goddard

CAPITAL ADVISORS, INC.·TULSA, Oklahoma
Unclaimed Profile
2222 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 5457494Firm CRD# 104643
01

About

Elizabeth Lieser Goddard is a registered financial advisor based in TULSA, Oklahoma, affiliated with CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS, INC.
AUM
$5.5B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at CAPITAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5457494
Firm CRD# 104643
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Lieser Goddard offer?
Elizabeth Lieser Goddard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Elizabeth Lieser Goddard's credentials?
Elizabeth Lieser Goddard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Lieser Goddard located?
Elizabeth Lieser Goddard is based in TULSA, Oklahoma, working with CAPITAL ADVISORS, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Elizabeth Lieser Goddard charge for services?
Elizabeth Lieser Goddard'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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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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