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GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
DURANT, Oklahoma
·
6 registered advisors
·
CRD# 317837
SEC# 801-125772
7
580-745-8133
01
Firm Overview
AUM
$279M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GADDIS PREMIER WEALTH ADVISORS LLC
6 registered advisors
Dave Allan Reed
DURANT, Oklahoma
CRD# 4897434
Derek Jonathon Hines
DURANT, Oklahoma
CRD# 6454838
Leigh Ann Gaddis
DURANT, Oklahoma
CRD# 2024392
Roger Dale Gaddis
DURANT, Oklahoma
CRD# 1635364
Tammy Jo Byrd
DURANT, Oklahoma
CRD# 3265475
Teresa Marie Adams
DURANT, Oklahoma
CRD# 4044152
05
Office Locations
DURANT, Oklahoma
6 advisors
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Data sourced from SEC Form ADV filings. GADDIS PREMIER WEALTH ADVISORS LLC (CRD# 317837) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.