Jeffrey Hale (CRD# 2411474) is an Investment Advisor Representative working at Odingard Capital Management in Tulsa, OK and has over 30 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lifetime Income Store Advisors, LLC | Woodstock, GA | Apr 2019 - Current | 5 |
Unemployed | White Plains, NY | Sep 2018 - Apr 2019 | < 1 |
Pentegra Distributors Inc. | White Plains, NY | Nov 2010 - Sep 2018 | 7 |
Pentegra | White Plains, NY | Jan 2010 - Sep 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- OH
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$892,260
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
GA, OH, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.