Jean Kates

Client Service Manager at Full Sail Capital - Oklahoma City, OK, US

Jean Kates's Contact Details
HQ
405-286-2100
Location
Company
Full Sail Capital
Jean Kates's Company Details
Full Sail Capital logo, Full Sail Capital contact details

Full Sail Capital

Oklahoma City, OK, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

In the search for your financial advisor, you'll need to be your own advocate. Push your prospective advisor to be candid and disclose conflicts of interest. They should be willing to answer any questions you have, no matter how simple they seem.There are different kinds of financial advisors. Finding the kind that's right for you can be a challenge.We want to help you decide if we're the right fit for you.We're a registered investment advisor (RIA). As an RIA, we're fiduciaries required by law to act in the best interest of our clients. That includes disclosing any information that's material to the advisory relationship (e.g., conflicts of interest), and treat all clients fairly. https://www.fullsailcapital.com/disclaimer

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Frequently Asked Questions about Jean Kates
Jean Kates currently works for Full Sail Capital.
Jean Kates's role at Full Sail Capital is Client Service Manager.
Jean Kates's email address is ***@fullsailcapital.com. To view Jean Kates's full email address, please signup to ConnectPlex.
Jean Kates works in the Investment Management industry.
Jean Kates's colleagues at Full Sail Capital are Zac Reynolds, Scott Cravens, Stacy Murray, Kevin Kennedy, George Cohlmia, Katherine Davidson, Dexter Wise and others.
Jean Kates's phone number is 405-286-2100
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