Saletha Margaret Fuller
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Planning
- Retirement Planning
- Budgeting
- Retirement Income Management
- Investment Planning
- Comprehensive Financial Planning
Other Aliases
Saletha Margaret Barr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
STOLPER ASSET MANAGEMENT | WEALTH OKLAHOMA | THE STOLPER COMPANY LLC DBA STOLPER ASSET MANAGEMENT | THE STOLPER COMPANY LLC | THE STOLPER COMPANY L.L.C.
Contact Information
Main Address
2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516Phone Number
(918) 745-6060# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
356AUM (Assets Under Management)
$356,289,476Similar 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.
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Primary Firm SEC Registration
STOLPER ASSET MANAGEMENT | WEALTH OKLAHOMA | THE STOLPER COMPANY LLC DBA STOLPER ASSET MANAGEMENT | THE STOLPER COMPANY LLC | THE STOLPER COMPANY L.L.C.
State Registrations and Notice Filings
(9/25/2017)
(8/27/2018)
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(2/10/2026)
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(9/9/2024)
(4/8/2025)
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(10/21/2024)
(9/25/2017)
(4/8/2026)
(9/25/2017)
(11/4/2021)
(5/4/2020)
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(1/12/2021)
(9/10/2026)
(9/25/2017)
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(4/22/2026)
(9/25/2017)
(10/5/2022)
(6/8/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Nov 1988About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Saletha Margaret Fuller's CRS (Customer Relationship Summary).
Services Offered by Saletha
- Education Planning
- Retirement Planning
- Budgeting
- Retirement Income Management
- Investment Planning
- Comprehensive Financial Planning
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