Joy
Parduhn
Choreo, LLC
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About this Advisor
Joy Parduhn is a financial advisor based in Oklahoma City, Oklahoma, working with Choreo, LLC. Joy has previously held positions at Ameritrust Investment Advisors Inc, Rsm Us Wealth Management LLC, and Exencial Wealth Advisors. Joy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Joy is part of Choreo, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 33 offices and 225 employees. The firm manages assets totaling $16.0 billion 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, pension consulting services, selection of other advisers, and other services. The fee structure at Choreo, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$16,030,866,060
225
24,966
$642,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joy Parduhn Work History
Rsm Us Wealth Management LLC
Ameritrust Investment Advisors Inc
Exencial Wealth Advisors
Disclosures
Please visit the SEC profile of Joy Parduhn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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