John Whitney Day
CIMA®Professional Summary
John Whitney Day, CIMA® is a registered financial advisor currently at WEALTH ADVISORS, L.L.C. located in Broken Arrow, Oklahoma. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. John has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
40 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WEALTH ADVISORS, L.L.C.
Contact Information
Main Address
1050 East Tucson St, Broken Arrow, OK 74011Phone Number
(918) 557-6405# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
103AUM (Assets Under Management)
$27,238,506Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1986About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Whitney Day's CRS (Customer Relationship Summary).
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