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THE FOCUS GROUP ADVISORS, LLC
THE FOCUS GROUP ADVISORS, LLC
FG WEALTH MANAGEMENT
BARTLESVILLE, Oklahoma
·
4 registered advisors
·
CRD# 117845
SEC# 801-67382
918-336-7877
01
Firm Overview
AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE FOCUS GROUP ADVISORS, LLC
4 registered advisors
Daniel Andrew Vise
BARTLESVILLE, Oklahoma
CRD# 3140821
Jon Aubrey Nettles
BARTLESVILLE, Oklahoma
CRD# 4555755
Larry Joe Dearman
BARTLESVILLE, Oklahoma
CRD# 4502863
Robert Curtiss Marlowe
BARTLESVILLE, Oklahoma
CRD# 5501725
05
Office Locations
BARTLESVILLE, Oklahoma
4 advisors
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Data sourced from SEC Form ADV filings. THE FOCUS GROUP ADVISORS, LLC (CRD# 117845) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.