Roger
Gaddis
Gaddis Premier Wealth Advisors LLC
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About this Advisor
Roger Gaddis is a certified financial planner based in Durant, Oklahoma with a total of 1 year of relevant experience. Gaddis is an employee of Gaddis Premier Wealth Advisors LLC. During their career, Gaddis has held roles at Linsco/Private Ledger Corp, Lpl Financial LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC and Gaddis Premier Wealth Advisors LLC. Gaddis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Oklahoma. Gaddis Premier Wealth Advisors LLC is an advisory business that has its headquarters in Durant, OK. The firm has offices in seven locations and a total of 14 financial advisors. It administers $227 million in total assets across its 1,677 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 1,677 customer accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. Gaddis Premier Wealth Advisors LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the financial services. However, fee types charged by Gaddis Premier Wealth Advisors LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gaddis Premier Wealth Advisors LLC Brokerage Details
$226,716,944
14
1,677
$135,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Roger Gaddis Work History
Roger has been registered as a financial advisor for 1 years.*
Gaddis Premier Wealth Advisors LLC
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Lpl Financial LLC
Linsco/Private Ledger Corp
*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 Roger Gaddis 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 Gaddis Premier Wealth Advisors LLC
Durant, OK
Denison, TX
Durant, OK
Durant, OK
Durant, OK
Durant, OK
Ardmore, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
