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Melinda Jane Perry

CADENT CAPITAL ADVISORS, LLC·TULSA, Oklahoma
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4525 EAST 91ST STREET, TULSA, OK 74137CRD# 4626468Firm CRD# 169704
01

About

Melinda Jane Perry is a registered financial advisor based in TULSA, Oklahoma, affiliated with CADENT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CADENT CAPITAL ADVISORS, LLC
CADENT CAPITAL ADVISORS, LLC
AUM
$617M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CADENT CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 4626468
Firm CRD# 169704
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melinda Jane Perry offer?
Melinda Jane Perry specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Melinda Jane Perry's credentials?
Melinda Jane Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melinda Jane Perry located?
Melinda Jane Perry is based in TULSA, Oklahoma, working with CADENT CAPITAL ADVISORS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Melinda Jane Perry charge for services?
Melinda Jane Perry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CADENT CAPITAL ADVISORS, LLC?
CADENT CAPITAL ADVISORS, LLC has approximately 12 employees and manages $617M 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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