Unclaimed Profile

Joel Bernard Kantor

NATIVE AMERICAN FUND ADVISORS LLC·TULSA, Oklahoma

Series 4, Series 7, Series 63, Series 65Clean record27 years registeredNATIVE AMERICAN FUND ADVISORS LLC

1616 EAST 15TH STREET, TULSA, OK 74120CRD# 714198Firm CRD# 108149

Profile Verification

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

Identity

Joel Bernard Kantor · TULSA, OK

Registration

CRD #714198 · NATIVE AMERICAN FUND ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

PINNACLE INVESTMENT ADVISORS

May 2019 – present

NATIVE AMERICAN FUND ADVISORS LLC

Jun 2005 – Dec 2018

TULSA, OK

AMERITRUST INVESTMENT ADVISORS INC

Oct 1998 – Nov 2005

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 63

Series 65

Registration record

First registered · October 21, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NATIVE AMERICAN FUND ADVISORS LLC

CRD 108149 · SEC 801-57618

AUM

$35M

Regulatory assets under management

Employees

2 client accounts

Services offered by NATIVE AMERICAN FUND ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NATIVE AMERICAN FUND ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Joel Bernard Kantor offer?

Joel Bernard Kantor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Joel Bernard Kantor's credentials?

Joel Bernard Kantor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Bernard Kantor located?

Joel Bernard Kantor is based in TULSA, Oklahoma, working with NATIVE AMERICAN FUND ADVISORS LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Joel Bernard Kantor charge for services?

Joel Bernard Kantor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIVE AMERICAN FUND ADVISORS LLC?

NATIVE AMERICAN FUND ADVISORS LLC has approximately 8 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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