Unclaimed Profile

Jamie Lynn Wilson

CAPITAL ADVISORS, INC.·TULSA, Oklahoma

Clean recordCAPITAL ADVISORS, INC.

2222 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 2239278Firm CRD# 104643

Profile Verification

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

Identity

Jamie Lynn Wilson · TULSA, OK

Registration

CRD #2239278 · CAPITAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jamie Lynn Wilson 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL ADVISORS, INC.

AUM

$5.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2239278

Firm CRD# 104643

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jamie Lynn Wilson offer?

Jamie Lynn Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Jamie Lynn Wilson's credentials?

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

Where is Jamie Lynn Wilson located?

Jamie Lynn Wilson is based in TULSA, Oklahoma, working with CAPITAL ADVISORS, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Jamie Lynn Wilson charge for services?

Jamie Lynn Wilson'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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