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WB

Whitney S. Blocker

ARGENT RETIREMENT PLAN ADVISORS
OKLAHOMA CITY, OK 73102
Some features on this profile are disabled
CRD#: 6776293
WB

Professional summary


Whitney Shane Blocker, who also goes by Whitney Shane Jones, Whitney Jones, Whitney Shane Pebsworth, Whitney Shane Whitekiller, is a registered financial advisor currently at ARGENT RETIREMENT PLAN ADVISORS, LLC located in Oklahoma City, Oklahoma.

Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Whitney has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Whitney Shane Jones | Whitney Jones | Whitney Shane Pebsworth | Whitney Shane Whitekiller

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.
Independent Insurance Agent; not investment-related; started 02/2016; approximately 2 hours per month, all during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Whitney Shane Blocker'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®
None

Experience


Current

September 12, 2025 - Present

ARGENT RETIREMENT PLAN ADVISORS, LLC

Office #1: 621 N Robinson Ste 100, Oklahoma City, OK 73102Office #2: 4506 S Harvard Ave, Tulsa, OK 74135
RIA
CRD#: 165031
OKLAHOMA CITY, OK
Past

July 1, 2024 - September 11, 2025

RELATION WEALTH MANAGEMENT, INC.

RIA
CRD#: 329961
TULSA, OK
Past

March 11, 2022 - July 1, 2024

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Tulsa, OK
Past

June 20, 2019 - July 1, 2024

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
TULSA, OK

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".
AR
ARGENT RETIREMENT PLAN ADVISORS, LLC
ARGENT INSTITUTIONAL SERVICES | RBK CAPITAL, LLC | HERITAGE RETIREMENT PLAN ADVISORS, LLC | HERITAGE INSTITUTIONAL SERVICES, LLC | ARGENT RETIREMENT PLAN ADVISORS, LLC | ARGENT INSTITUTIONAL SERVICES, LLC

CRD#: 165031 / SEC#: 801-78568

RIA
Registered Investment Advisory firm - (9/20/2013 Approved)
Oklahoma
Registered Investment Advisory firm - (9/23/2013 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.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(9/12/2025)
IAR
Texas
(9/12/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/20/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


AR
ARGENT RETIREMENT PLAN ADVISORS, LLC
ARGENT INSTITUTIONAL SERVICES | RBK CAPITAL, LLC | HERITAGE RETIREMENT PLAN ADVISORS, LLC | HERITAGE INSTITUTIONAL SERVICES, LLC | ARGENT RETIREMENT PLAN ADVISORS, LLC | ARGENT INSTITUTIONAL SERVICES, LLC

CRD#: 165031 / SEC#: 801-78568

RIA
Registered Investment Advisory firm - (9/20/2013 Approved)
Oklahoma
Registered Investment Advisory firm - (9/23/2013 Terminated)
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Contact information


Main Address
201 St. Charles Ave. Suite 2420, New Orleans, LA 70170
Mailing Address
Phone number
(381) 251-5800
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

PART 2 DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts49
AUM (Assets Under Management)$ 651,910,127

Red Flags


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.

Company Information


ARGENT RETIREMENT PLAN ADVISORS, LLC

CRD#: 165031Oklahoma City, OK 73102

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