Unclaimed Profile

Keith Charles Goddard

CAPITAL ADVISORS, INC.·TULSA, Oklahoma

SIE, Series 4, Series 7, Series 24, Series 63, Series 65CFAClean record31 years registeredCAPITAL ADVISORS, INC.

2222 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 2174091Firm CRD# 104643

Profile Verification

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

Identity

Keith Charles Goddard · TULSA, OK

Registration

CRD #2174091 · CAPITAL ADVISORS, INC. · 31 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVISORS, INC.

Apr 1995 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 3, 1995

Years registered · 31

Professional designation · CFA

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 Keith Charles Goddard offer?

Keith Charles Goddard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Keith Charles Goddard's credentials?

Keith Charles Goddard holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Keith Charles Goddard located?

Keith Charles 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 Keith Charles Goddard charge for services?

Keith Charles 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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