Aaron D Pruitt
Advisor at The Advisory Resource Group, LLC — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Tulsa, OK 74137
The Advisory Resource Group, LLC
Team
Aaron Pruitt is a financial advisor with The Advisory Resource Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with The Advisory Resource Group DBA Compass Pointe and M. S. Howells since 2017, and previously with Estate Needs Advisors and SII Investments. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning. The firm employs a team-based research process and constructs portfolios using mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.
Based on The Advisory Resource Group, LLC
Advisory Representatives may receive commissions from securities or insurance products; firm may reduce advisory fees proportionate to commissions earned.
Account minimum: $200,000
Tulsa, OK
4625 E. 91st Street
Tulsa OK 74137
Advisors at this office
6
Oklahoma
12 years of industry experience
The Advisory Resource Group, LLC DBA Compass Pointe
2017 - Present • 9 years
Tulsa, OK
M. S. HOWELLS & cO.
2017 - Present • 9 years
Scottsdale, AZ
Estate Needs Advisors
2013 - 2018 • 5 years
Tulsa, OK
SII Investments
2013 - 2017 • 4 years
Tulsa, OK
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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