Brad Priest

Gestore di Portafoglio-Azioni presso Capital Advisors, Inc. (Oklahoma)

Finance

Consumer Services

Profilo

Mr. Bradley S.
Priest is a Regional Director & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
He focuses on business development, wealth management and client service at Capital Advisors.
He joined Capital Advisors in 2014 with over 30 years of experience in the financial services industry.
Mr. Priest previous experience comes from being a Financial Consultant for Charles Schwab, a commodities Risk Analyst at Williams EM&T and as a Portfolio Manager for the Private Bank at Bank of Oklahoma.
He earned his BSBA from the University of Tulsa.

Posizioni attive di Brad Priest

Società	Posizione	Inizio
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.	Gestore di Portafoglio-Azioni	01/01/2014

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Formazione di Brad Priest

The University of Tulsa

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	1
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.	Finance