Herndon Plant Oakley Ltd
Herndon Plant Oakley Ltd (CRD# 44971) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $82,050,950 in 263 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management82MILLION
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Total Number of Accounts263ACCOUNTS
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Average Account Value$311,981
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
FL, KS, TX
Robert Herndon (CRD# 2637084) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 28 years of experience in the finance industry.
Brent Holt (CRD# 5454897) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 16 years of experience in the finance industry.
Phillip Plant (CRD# 364393) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 31 years of experience in the finance industry.
Phillip Plant (CRD# 5722455) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in San Antonio, TX and has over 11 years of experience in the finance industry.