HERNDON PLANT OAKLEY LTD

CORPUS CHRISTI, Texas·3 registered advisors·CRD# 44971
SEC# 801-55675361-888-7611
01

Firm Overview

AUM
$59M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HERNDON PLANT OAKLEY LTD

3 registered advisors
David James Downey
CORPUS CHRISTI, Texas
Phillip Michael Plant
CORPUS CHRISTI, Texas
Russell Brent Herndon
CORPUS CHRISTI, Texas
05

Office Locations

CORPUS CHRISTI, Texas
3 advisors

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Data sourced from SEC Form ADV filings. HERNDON PLANT OAKLEY LTD (CRD# 44971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.