Michelle Coble (CRD# 5135075) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Oklahoma City, OK | May 2016 - Current | 8 |
| Royal Alliance Associates, Inc. | Oklahoma City, OK | Nov 2015 - Current | 8 |
| Dba Odyssey Financial Group, LLC | Oklahoma City, OK | Jul 2013 - Current | 10 |
| Dba Focus Financial Services | Oklahoma City, OK | Aug 2014 - Jan 2017 | 2 |
| First Independent Advisory Services, Inc. | Tulsa, OK | Aug 2013 - Dec 2016 | 3 |
| First Independent Financial Services, Inc. | Tulsa, OK | Aug 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- GA
- OK
- SC
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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