Christopher
Story
Cavanal Hill Investment Management, Inc
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About this Advisor
Christopher Story is a financial advisor who works in Tulsa, Oklahoma, with 6 years of relevant experience. Story is an advisor for Cavanal Hill Investment Management, Inc. Throughout their career, Story has worked at Cavanal Hill Investment Management, Inc, Graduate Student-Osu, Research Assistant-Osu and Bokf, Na. Story maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arkansas, Colorado, Kansas, Missouri, New Mexico and Oklahoma. Cavanal Hill Investment Management, Inc is a financial advisory company headquartered in Tulsa, OK. The investment advisory business has a total of 49 people on staff. It controls $10 billion in assets under management between its 2,223 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The company has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are provided. Fee types charged by Cavanal Hill Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cavanal Hill Investment Management, Inc Brokerage Details
$9,643,156,437
49
2,223
$4,337,902
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Christopher Story Work History
Christopher has been registered as a financial advisor for 6 years.*
Cavanal Hill Investment Management, Inc
Bokf, Na
Research Assistant-Osu
Graduate Student-Osu
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Story 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 Cavanal Hill Investment Management, Inc
Tulsa, OK
Denver, CO
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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