Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 17 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ck Investments Ii, LLC | Terre Haute, IN | May 2019 - Current | 4 |
West Terre Haute Police Department | West Terre Haute, IN | Nov 2018 - Current | 5 |
Ck Investments, LLC | Terre Haute, IN | Feb 2017 - Current | 7 |
Womack Investment Advisers, Inc. | Edmond, OK | Jul 2006 - Current | 17 |
Trinity Global Growth & Income Fund LP | Edmond, OK | Jul 2010 - Nov 2017 | 7 |
Trinity Global Partners LLC | Edmond, OK | Jul 2010 - Nov 2017 | 7 |
Trinity Capital Asset Advisors, LLC | Edmond, OK | Dec 2009 - Nov 2017 | 7 |
Trinity Capital Asset Managment LLC | Edmond, OK | Dec 2009 - Nov 2017 | 7 |
Trinity Gold Fund LP | Edmond, OK | Dec 2009 - Nov 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2007 |
S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management71MILLIONS
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Total Number of Accounts431ACCOUNTS
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Average Account Value$165,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, IL, IN, OK, TX
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