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Randall Joe Cloud

R.J. CLOUD ADVISORS & COMPANY·TULSA, Oklahoma
Clean recordR.J. CLOUD ADVISORS & COMPANY
7804 E. 108TH ST., SUITE D-219, TULSA, OK 74133CRD# 4498341Firm CRD# 289371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randall Joe Cloud · TULSA, OK
Registration
CRD #4498341 · R.J. CLOUD ADVISORS & COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Randall Joe Cloud is a registered financial advisor based in TULSA, Oklahoma, affiliated with R.J. CLOUD ADVISORS & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
R.J. CLOUD ADVISORS & COMPANY
R.J. CLOUD ADVISORS & COMPANY
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at R.J. CLOUD ADVISORS & COMPANY →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4498341
Firm CRD# 289371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Randall Joe Cloud offer?
Randall Joe Cloud specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Randall Joe Cloud's credentials?
Randall Joe Cloud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randall Joe Cloud located?
Randall Joe Cloud is based in TULSA, Oklahoma, working with R.J. CLOUD ADVISORS & COMPANY. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Randall Joe Cloud charge for services?
Randall Joe Cloud's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.J. CLOUD ADVISORS & COMPANY?
R.J. CLOUD ADVISORS & COMPANY has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at R.J. CLOUD ADVISORS & COMPANY

Douglas Keith Scott
TULSA, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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