SEC CRD #801-111999
Compass Pointe Financial | College Planning Bartlesville | Investments Tulsa International Home Login 918.481.1934 Our Firm About Us What We Do Our Team Mission / Values Privacy Policy FINRA�s BrokerCheck ARG Form CRS Client Center Contact --> RETIREMENT PLANNING Defining what �retirement� means to you and helping you maintain your lifestyle when you retire is important to us. We have the tools to help get you where you need to be. ESTATE PLANNING How will your estate be distributed when you pass on? A plan now can make the choices and process easier for your loved ones in the future. INVESTMENT PLANNING Let us guide your investments to a well diversified portfolio that helps meet goals for where you are today and where you are going tomorrow. COLLEGE PLANNING Invest in your children's or grandchildren�s future with the right college vehicle for you and them. !--> Home Sitemap Contact Us Privacy Policy FINRA�s BrokerCheck Our Company ARG Form CRS Client Center FINRA's BrokerCheck !--> Investment advisory services are offered through Advisory Resource Group, LLC, an SEC -registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Compass Pointe Financial, LLC. is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA / SIPC . M.S. Howells & Co. is not affiliated with Advisory Resource Group, LLC, or Compass Pointe Financial, LLC
CHRIS BROWN
CCO
📞 (918) 481-1934
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AUM
$927M
Location
TULSA, OK
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