Unclaimed Profile

Timothy Steven Posey

NATIVE AMERICAN FUND ADVISORS LLC·TULSA, Oklahoma

Clean recordNATIVE AMERICAN FUND ADVISORS LLC

1616 EAST 15TH STREET, TULSA, OK 74120CRD# 4374217Firm CRD# 108149

Profile Verification

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

Identity

Timothy Steven Posey · TULSA, OK

Registration

CRD #4374217 · NATIVE AMERICAN FUND ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Steven Posey is a registered financial advisor based in TULSA, Oklahoma, affiliated with NATIVE AMERICAN FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NATIVE AMERICAN FUND ADVISORS LLC

AUM

$35M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NATIVE AMERICAN FUND ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4374217

Firm CRD# 108149

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Steven Posey offer?

Timothy Steven Posey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Timothy Steven Posey's credentials?

Timothy Steven Posey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Steven Posey located?

Timothy Steven Posey 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 Timothy Steven Posey charge for services?

Timothy Steven Posey'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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