Catherine Young is a registered investment advisor at Capital Advisors, INC., based in Tulsa, OK, with 25 years of industry experience. Catherine 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Catherine owns rental properties in Tulsa, OK, since 2014 and spends minimal time collecting rent. This activity is not investment-related.
Employment History
Current Registrations
Capital Advisors, INC.
Previous Registrations
Quasar Distributors, LLCBroker
Minshall & Company INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
State Registrations2 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.