Herndon plant oakley ltd

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August undefined, 2024

WitrynaHerndon Plant Oakley Ltd. provides financial services. The Company offers investment advisory, retirement and financial planning, investment management, stock and bond … WitrynaPhillip Plant is a financial advisor based out of San Antonio, Texas, who has been in the industry for 12 years. Plant is an advisor for Herndon Plant Oakley, LTD. During …

Herndon Plant Oakley Ltd - Company Profile and News

WitrynaOver the course of their career, Crain has held roles at Oxbow Advisors, LLC and Herndon Plant Oakley, LTD. Crain maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Texas. Oxbow Advisors, LLC is a financial advisory firm operating in Houston, Texas. WitrynaTheir career trajectory has included roles at Herndon Plant Oakley LTD and Oxbow Advisors, LLC. Walsh holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Oxbow Advisors, LLC is an advisory company that has its headquarters in … dave koda cpa

Client Service Asscoiate/Administrative Assistant

WitrynaPhillip Michael Plant is Partner at Herndon Plant Oakley Ltd. See Phillip Michael Plant's compensation, career history, education, & memberships. Witryna11 lip 2024 · The most common ethnicity at Herndon Plant Oakley Ltd., Advisory Arm is White (63%), followed by Hispanic or Latino (15%) and Black or African American (12%). On average, employees at Herndon Plant Oakley Ltd., Advisory Arm stay with the company for 3.4 years. The average employee at Herndon Plant Oakley Ltd., … WitrynaAbout. Herndon Plant Oakley specializes in account accessibility, retirement plans, reporting, bond research and investment management services. Corpus Christi, … dave kolaga

HERNDON PLANT OAKLEY LTD Top 13F Holdings

JAMES THEODORE OAKLEY - reports.adviserinfo.sec.gov

WitrynaHerndon Plant Oakley Ltd. Address. 500 W 5th Street. Austin, TX. USA. Industry. Business. Report Job. Report Job. Select a reason for reporting this job. This job is offensive or discriminatory This job appears to be fake This job or the information included is inaccurate This job is an advertisement for something other than hiring ... Witryna31 gru 2024 · Herndon Plant Oakley LTD is based out of Corpus Christi. Herndon Plant Oakley LTD is a registered investment advisory firm with 116 clients and discretionary assets under management (AUM) of $77,311,574 (Form ADV from 2024-03-07). Whalewisdom has at least 59 13F filings. baw studiumWitrynaClient Login. Phone: (361) 888-7611. Toll Free: (800) 888-4894. Home. Our Partners. Herndon. Plant. Oakley. baw urban dictionary

"Witryna31 gru 2024 · Herndon Plant Oakley LTD is based out of Corpus Christi. Herndon Plant Oakley LTD is a registered investment advisory firm with 116 clients and … " - Herndon plant oakley ltd

Herndon plant oakley ltd

Witryna7 mar 2024 · Firm Details for HERNDON PLANT OAKLEY LTD, Location: Texas, AUM = 77311574.00, Last Form ADV Filed : 07-March-2024, Officers: DOWNEY, DAVID JAMES, PLANT, PHILLIP MICHAEL, HERNDON, RUSSELL BRENT RADiENT dramatically simplifies identifying and analyzing funds, researching investment … WitrynaHerndon Plant Oakley Ltd. (the Partnership), a Texas limited partnership, was formed in January 1998 for the purpose of providing financial services, including securities brokerage and investment advisory services. The Partnership is registered as a broker/dealer with the Securities and Exchange Commission (SEC) and is a ...

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Witryna800 N Shoreline Blvd 2200 South Corpus Christi, Texas 78401, US Get directions Employees at Herndon Plant Oakley Ltd Murray Bass III - Managing Director, Employee Benefits Advisor Helping... WitrynaAlexander Pierce is a financial advisor operating in San Antonio, Texas, who has 12 years of professional experience. Pierce is an employee of Oxbow Advisors, LLC. Throughout their career, Pierce has worked at Herndon Plant Oakley, LTD and Oxbow Advisors, LLC. Pierce has Series 63 and Series 65 licenses, which qualify them as …

WitrynaHerndon Plant Oakley, Ltd. (HPO, our, or we) is a Securities and Exchange Commission (SEC) registered broker- dealer and is a member of the Financial … WitrynaHerndon Plant Oakley Ltd. We have audited the accompanying statement of financial condition of Herndon Plant Oakley Ltd. (a Texas limited partnership) as of December 31, 2016, and the related statements of operations, changes in partners' capital, and cash flows for the year then ended. These financial statements are

WitrynaJames Oakley is a certified financial planner and chartered financial analyst working in Austin, Texas, who has 24 years of financial industry experience. Oakley is an employee of Oxbow Advisors, LLC. Their career trajectory has included roles at Herndon Plant Oakley, LTD, American Bank, Oxbow Ad... Witryna1. Robert R. Herndon. CRD#: 2637084. 800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401. Robert Herndon (CRD# 2637084) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 27 years of experience in the finance industry. 2.

Witryna7 mar 2024 · Firm Details for HERNDON PLANT OAKLEY LTD, Location: Texas, AUM = 77311574.00, Last Form ADV Filed : 07-March-2024, Officers: DOWNEY, DAVID …

WitrynaHerndon Plant Oakley Ltd FIRM ID NO ADDRESS OF PRINCIPAL PLACE OF BUSINESS Do not use P.O Box No 800 North Shoreline Blvd Suite 2200 South No and Street Corpus Christi Texas 78401 City State Zip Code NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT Area Code … baw upgradeWitrynaBrent Holt, CFP® - Financial Advisor - Herndon Plant Oakley Ltd LinkedIn Our mission is to build life-long client relationships built on a foundation of trust and client … dave kokandy baw wasserbauWitryna10 kwi 2024 · Herndon Plant Oakley Ltd is a financial advisory firm that aims to help individuals and families in Corpus Christi attain their long-term financial goals through … dave kokWitrynaherndon, russell brent (crd#:243993) limited partner : oakley, james theodore (crd#:813008) limited partner : plant, phillip michael (crd#:364393) limited partner : … dave kolata illinoisWitrynaThe Herndon family name was found in the USA, the UK, Canada, and Scotland between 1840 and 1920. The most Herndon families were found in USA in 1880. In … dave kolinskiWitrynaFinancial Services. Retirement. Headquarters Regions Southern US. Founded Date 1985. Operating Status Active. Legal Name Herndon Plant Oakley Ltd. Company Type For Profit. Contact Email [email protected]. Phone Number +1-361-888-7611. baw1042p1451bev