Angel
Flores
Council Oak Wealth Advisors
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About this Advisor
Angel Flores is a financial advisor based in Tulsa, Oklahoma, working with Council Oak Wealth Advisors. Angel has previously held positions at Council Oak Wealth Advisors, Northwest Mutual, The University Of Tulsa, Drury University, Uber, and as a student/unemployed. Angel has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Angel is part of Council Oak Wealth Advisors, which operates out of Tulsa, Oklahoma. The firm has 1 office and 8 employees. The firm manages assets totaling $391.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Council Oak Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Council Oak Wealth Advisors Brokerage Details
$391,018,952
8
886
$441,331
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Angel Flores Work History
Council Oak Wealth Advisors
Northwest Mutual
The University Of Tulsa
Uber
Drury University
Student/Unemployed
Student/Unemployed
Disclosures
Please visit the SEC profile of Angel Flores to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Council Oak Wealth Advisors
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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