A complete list of active advisors currently associated with F.I.G. Financial Advisory Services, Inc.
Warmer can help you find a great advisor at F.I.G. Financial Advisory Services, Inc. or one who fits your needs even better.
F.I.G. Financial serves individual and high‑net‑worth clients, offering discretionary asset management with continuous account supervision and complementary financial planning. The firm uses a web‑based planning platform to aggregate accounts, run scenario analyses, and share documents with clients. The firm’s investment process emphasizes value‑based analysis for individual equity positions alongside strategic and tactical asset‑allocation using mutual funds, exchange‑traded funds, listed equities and duration targeting for fixed income. It also employs third‑party technology and AI‑enabled tools to support research and planning outputs, with firm personnel providing human review and oversight of those tools’ results. Distinctive features include that its associated persons also act as licensed insurance agents and may receive commissions or insurer‑provided reimbursements when implementing insurance or annuity recommendations, a conflict the firm discloses and manages through policies and an impartial conduct standard. The firm also may allocate client assets to a related‑person exchange‑traded fund managed by an associated person and operates with no formal account minimums while managing roughly $162 million across a three‑adviser team.
To learn more about the advisors currently working at F.I.G. Financial Advisory Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oklahoma City, OK
| 12
| |
Oklahoma City, OK
| 41
| |
Oklahoma City, OK
| 15
|
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