Michael Whitson, financial advisor Ardmore OK

Michael Whitson

CRD Number: 5859936
Current Firm: Fmi

Michael Whitson (CRD# 5859936) is an Investment Advisor Representative working at Fmi in Ardmore, OK and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK Sep 2020 - Current 3
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK Jul 2018 - Sep 2020 2
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK Apr 2012 - Jul 2018 6
First Financial Equity Corporation Ardmore, OK Jan 2014 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Michael W. Whitson
Phone Number: 580-226-4058
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    1,499
    ACCOUNTS
  • Average Account Value
    $164,847
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, NE, OK, TX

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