George Brown is a registered investment advisor at Capital Advisors, INC., based in Tulsa, OK, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,118 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2222 South Utica Place, Suite 300, Tulsa, OK, 74114
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
George is on the board of directors, president, and temporary chairman for Hurricane Impact, a not-for-profit organization facilitating community involvement between athletes and Tulsa-area charities. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Capital Advisors, INC.
Previous Registrations
Minshall & Company INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.