CRD: 105506
F.i.g. Financial Advisory Services, Inc.
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- Custodian
- Axos · E*TRADE · Etrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-22-1985
- Office Locations
- 1
Office Locations
About F.i.g. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services is an independent, fee-based fiduciary in Oklahoma City founded in 1983, providing ongoing financial planning and wealth management for a discerning retail clientele. Led by a CFP/CFA credentialed executive team, the firm builds diversified portfolios using asset allocation with ETFs and mutual funds and supports planning needs such as tax and estate considerations.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER TODD JURRENS
Chief Compliance Officer, Chief Operating Officer, DIRECTOR, VICE PRESIDENT
- CRD
- #5224678
- Ownership
- 50% but less than 75%
RICKY TODD JURRENS
President
- CRD
- #1023293
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,392,624 | $300,727 |
| Non-Discretionary | $0 | -- |
| Total | $162,392,624 | $300,727 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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