Ricky T. Jurrens

F.I.G. FINANCIAL ADVISORY SERVICES

Oklahoma City, OK 73134

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CRD#: 1023293

Professional summary

Ricky Todd Jurrens, CFP®, ChFC®, CLU®, who also goes by Rick T Jurrens, is a registered financial advisor currently at F.I.G. FINANCIAL ADVISORY SERVICES, INC. located in Oklahoma City, Oklahoma.

Ricky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Ricky has worked at 6 firms and has passed the Series 63, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rick T Jurrens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)PRESIDENT & CEO-F.I.G. FINANCIAL ADVISORY SERVICES, INC.- 9211 LAKE HEFNER PARKWAY, STE. 109, OKLAHOMA CITY,OKLAHOMA 73120. A REGISTERED INVESTMENT ADVISOR. FULL-TIME 2) INDEPENDENT AGENT WITH VARIOUS INSURANCE COMPANIES PROVIDING CLIENTS FIXED LIFE INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricky Todd Jurrens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

February 22, 1985 - Present

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

Office #1: 14642 Bogert Parkway, Oklahoma City, OK 73134

RIA

CRD#: 105506

Oklahoma City, OK

Past

August 28, 2009 - June 7, 2012

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

EDMOND, OK

Past

July 1, 2003 - August 31, 2009

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

EDMOND, OK

Past

March 21, 1988 - December 31, 2002

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

RIA

CRD#: 105506

EDMOND, OK

Past

July 28, 1986 - July 9, 2003

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 17, 1984 - August 12, 1986

FIRST AFFILIATED SECURITIES, INC.

CRD#: 6871

Past

December 3, 1981 - January 30, 1984

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

F.I.G. FINANCIAL ADVISORY SERVICES, INC. | FIG FINANCIAL ADVISORY SERVICES INC

CRD#: 105506 / SEC#: 801-119550

RIA

Registered Investment Advisory firm - (9/28/2020 Approved)

Oklahoma

Registered Investment Advisory firm - (9/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(2/22/1985)

IAR

Texas
(2/12/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/21/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 4/10/1985

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/8/1985

General Securities Principal Examination

Current Firm

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

F.I.G. FINANCIAL ADVISORY SERVICES, INC. | FIG FINANCIAL ADVISORY SERVICES INC

CRD#: 105506 / SEC#: 801-119550

RIA

Registered Investment Advisory firm - (9/28/2020 Approved)

Oklahoma

Registered Investment Advisory firm - (9/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2020 Terminated)

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Contact information

Main Address

14642 Bogert Parkway, Oklahoma City, OK 73134

Mailing Address

Phone number

(405) 844-9826

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B (1/28/2025)

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 151,756,301

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ricky T. Jurrens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricky Todd Jurrens's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

GUGGENHEIM DISTRIBUTORS, LLC

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

CETERA WEALTH SERVICES, LLC

FIRST AFFILIATED SECURITIES, INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/1981

Series 7

Date: 11/21/1981

Series 4

Date: 4/10/1985

Series 24

Date: 4/8/1985

Current Firm

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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