Donald W. Soard
Professional summary
Donald Wayne Soard, who also goes by Don W Soard, Don Soard, Donald Soard, is a registered financial advisor currently at SOARD FINANCIAL MANAGEMENT, LLC located in Edmond, Oklahoma.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Donald has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Wayne Soard's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2011 - Present
SOARD FINANCIAL MANAGEMENT, LLC
Office #1: 1907 W 33rd Street Suite 120, Edmond, OK 73013Office #2: 1907 W 33rd St Suite 120, Edmond, OK 73013Office #3: 215 State Street Suite 312, Muskogee, OK 74401Office #4: 7136 South Yale Avenue Suite 300, Tulsa, OK 74136State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2011)
(3/14/2023)
Current Firm
SOARD FINANCIAL MANAGEMENT, LLC
CRD#: 156392 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 420 |
| AUM (Assets Under Management) | $ 70,901,678 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
SOARD FINANCIAL MANAGEMENT, LLC
CRD#: 156392Edmond, OK 73013TRUST BUT VERIFY
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