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John Harvie Roe

AMERITRUST INVESTMENT ADVISORS INC·TULSA, Oklahoma
Clean record28 years registeredAMERITRUST INVESTMENT ADVISORS INC
4111 S DARLINGTON STE 450, TULSA, OK 74135CRD# 1224388Firm CRD# 108589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Harvie Roe · TULSA, OK
Registration
CRD #1224388 · AMERITRUST INVESTMENT ADVISORS INC · 28 years registered
Brand Profile
Not yet started
01

Career History

AMERITRUST INVESTMENT ADVISORS INC
Jan 2017 – present
AMERITRUST INVESTMENT ADVISORS INC
Dec 1997 – Dec 2016
TULSA, OK
02

Registrations & Exams

Registration record
First registered · December 28, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERITRUST INVESTMENT ADVISORS INC
CRD 108589 · SEC 801-54219
AUM
$64M
Regulatory assets under management
Employees
6
430 client accounts
Services offered by AMERITRUST INVESTMENT ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMERITRUST INVESTMENT ADVISORS INC →
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05

Frequently Asked Questions

What services does John Harvie Roe offer?
John Harvie Roe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are John Harvie Roe's credentials?
John Harvie Roe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Harvie Roe located?
John Harvie Roe is based in TULSA, Oklahoma, working with AMERITRUST INVESTMENT ADVISORS INC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does John Harvie Roe charge for services?
John Harvie Roe's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees are calculated on a % of net worth.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERITRUST INVESTMENT ADVISORS INC?
AMERITRUST INVESTMENT ADVISORS INC has approximately 6 employees and manages $64M 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 (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
OKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
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