SF
Saletha M. Fuller
WEALTH OKLAHOMA | Branch Manager
TULSA, OK 74104-6516
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CRD#: 1891766
SF
Professional summary
Saletha Margaret Fuller, CFP®, who also goes by Saletha Margaret Barr, is a registered financial advisor currently at WEALTH OKLAHOMA located in Tulsa, Oklahoma and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Tulsa, Oklahoma.
Saletha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Saletha has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 24 exams.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Budgeting
Retirement Income Management
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Saletha Margaret Barr
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.
Name of Business: Wealth Oklahoma Address: 2021 S Lewis Ave Ste 301, Tulsa, OK, 74104-5707, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Create and monitor investment portfolios for clients
CRS (Client Relationship Summary) - RIA
Click below to view Saletha Margaret Fuller's 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®
Start date: 2006
Experience
Current
January 2, 2025 - Present
WEALTH OKLAHOMA
Office #1: 2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516RIA
CRD#: 132962
TULSA, OK
Current
September 25, 2017 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 2021 S Lewis Ave Suite 301, Tulsa, OK 74104BD
CRD#: 6694
TULSA, OK
Past
September 25, 2017 - January 6, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
TULSA, OK
Past
June 30, 2011 - September 25, 2017
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
TULSA, OK
Past
March 14, 2011 - September 25, 2017
INVESTACORP, INC.
BD
CRD#: 7684
TULSA, OK
Past
March 10, 2003 - August 11, 2003
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
July 8, 1993 - November 19, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
TULSA, OK
Past
March 15, 1993 - November 19, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
November 18, 1988 - February 26, 1993
GEODYNE SECURITIES, INC.
BD
CRD#: 17923
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".
WO
WEALTH OKLAHOMA
STOLPER ASSET MANAGEMENT | WEALTH OKLAHOMA | THE STOLPER COMPANY LLC DBA STOLPER ASSET MANAGEMENT | THE STOLPER COMPANY LLC | THE STOLPER COMPANY L.L.C.
CRD#: 132962 / SEC#: 801-79338
RIA
Registered Investment Advisory firm - (4/2/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/8/2014 Terminated)Oklahoma
Registered Investment Advisory firm - (4/4/2014 Terminated)Texas
Registered Investment Advisory firm - (4/4/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/25/2017)
RR
Arizona(8/27/2018)
RR
Arkansas(9/25/2017)
RR
Colorado(9/25/2017)
RR
Connecticut(9/9/2024)
RR
District of Columbia(4/8/2025)
RR
Florida(9/25/2017)
RR
Georgia(10/21/2024)
RR
Idaho(9/25/2017)
RR
Kansas(9/25/2017)
RR
Massachusetts(11/4/2021)
RR
Missouri(5/4/2020)
RR
New Mexico(9/25/2017)
RR
New York(1/12/2021)
RR
Oklahoma(9/25/2017)
IAR
Oklahoma(1/2/2025)
RR
South Carolina(9/25/2017)
RR
Texas(9/25/2017)
RR
Virginia(10/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WO
WEALTH OKLAHOMA
STOLPER ASSET MANAGEMENT | WEALTH OKLAHOMA | THE STOLPER COMPANY LLC DBA STOLPER ASSET MANAGEMENT | THE STOLPER COMPANY LLC | THE STOLPER COMPANY L.L.C.
CRD#: 132962 / SEC#: 801-79338
RIA
Registered Investment Advisory firm - (4/2/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/8/2014 Terminated)Oklahoma
Registered Investment Advisory firm - (4/4/2014 Terminated)Texas
Registered Investment Advisory firm - (4/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516
Mailing Address
Phone number
(918) 745-6060
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 307,420,448 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH OKLAHOMA
Branch ManagerCRD#: 132962Tulsa, OK 74104-6516TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
