CREATING SOLUTIONS, DELIVERING RESULTS
We believe that while maintaining a long-term focus is key to successful investing, the ability to be nimble and vigilant is a necessity in navigating the often turbulent waters of 21st-century markets.
Operating on the platform of LPL Financial and utilizing the work of the LPL Financial Research Team enables us to better accomplish the mission of versatile and dynamic management. From education funding for your children, investment and retirement plan portfolios, to financial & retirement planning, our goal is to customize an investment strategy tailored to your financial goals....turning life's aspirations into financial realities.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents in the following states: OK, VA, IN, NM, NE
Securities Registration with LPL Financial: Series 7 and 66.
As an office of LPL Financial, one of the nation's largest independent broker-dealers, OKC Investment Advisors has a comprehensive and versatile suite of investment tools available to help clients pursue their goals and financial plan. This array of investment options compares to the best in the market today and furthers the pursuit of vigilant investment and risk management.
Founded by Kevin G. Nichols in 2013, OKC Investment Advisors is the culmination of a vision born out of the 2008-09 financial crisis. We believe this is a new era in investing. With markets becoming more globally connected, faster-moving, and news and market information readily available at our fingertips, it is in the best interest of our clients to employ nimble and versatile management on a platform that allows a comprehensive set of investment tools.
Balanced with keeping a long-term focus and combination of top-down macro market analysis and bottom-up analysis of individual investment options, our philosophy is to both grow assets and manage risk in a manner customized to your investment goals.
President, Financial Advisor, RICP