Angela O'keefe
Professional summary
Angela O'keefe, who also goes by Angela Renee Bowles, Angela Renee Merkey, Angela Renee O'keefe, is a registered financial advisor currently at A-TEAM FINANCIAL INVESTMENTS located in Oklahoma City, Oklahoma.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Angela has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Angela O'keefe's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2018 - Present
A-TEAM FINANCIAL INVESTMENTS
Office #1: 10307 Greenbriar Parkway, Oklahoma City, OK 73159November 9, 2017 - September 6, 2018
ACCESS FINANCIAL GROUP, INC.
February 10, 2015 - May 16, 2018
PURSHE KAPLAN STERLING INVESTMENTS
November 10, 2014 - December 15, 2017
ACCESS FINANCIAL GROUP, INC.
September 20, 2012 - October 29, 2014
PHILLIPS CAPITAL ADVISORS, INC.
September 20, 2012 - October 29, 2014
T.S. PHILLIPS INVESTMENTS, INC.
June 7, 2012 - October 8, 2012
EIDE BAILLY ADVISORS, LLC
May 22, 2012 - September 18, 2012
SECURITIES AMERICA, INC.
September 29, 2006 - March 1, 2012
VSR FINANCIAL SERVICES, INC.
November 16, 2004 - October 4, 2006
SECURITIES AMERICA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2018)
(8/30/2021)
Exams
Current Firm
A-TEAM FINANCIAL INVESTMENTS
CRD#: 298219 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 599 |
| AUM (Assets Under Management) | $ 36,849,954 |
Red Flags
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