Karig Gene Stoup
Professional Summary
Karig Gene Stoup, who also goes by Karig Gene Stoup, is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma and CABOT LODGE SECURITIES LLC located in Tulsa, Oklahoma. Karig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Karig has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Karig Gene Stoup
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.
Contact Information
Main Address
1375 E. 71st Street, Tulsa, OK 74136Phone Number
(918) 492-2150# of Employees
27SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
5,431AUM (Assets Under Management)
$1,536,077,168Similar Advisors
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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.
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Primary Firm SEC Registration
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.
State Registrations and Notice Filings
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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 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2020About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2019About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Karig Gene Stoup's CRS (Customer Relationship Summary).
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