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DR

Danita A. Rose

A-TEAM FINANCIAL INVESTMENTS
Oklahoma City, OK 73159
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CRD#: 7590269
DR
Danita Ann RoseA-TEAM FINANCIAL INVESTMENTS

Professional summary


Danita Ann Rose, who also goes by Danita Rose Hayes, Danita Rose Hicks, Danita Rose Huddleston, Danita Rose Worrell, is a registered financial advisor currently at A-TEAM FINANCIAL INVESTMENTS located in Oklahoma City, Oklahoma.

Danita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Danita has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Danita Rose Hayes | Danita Rose Hicks | Danita Rose Huddleston | Danita Rose Worrell

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Danita Ann Rose'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

June 30, 2022 - Present

A-TEAM FINANCIAL INVESTMENTS

Office #1: 10307 Greenbriar Parkway, Oklahoma City, OK 73159Office #2: 10307 Greenbriar Parkway, Oklahoma City, OK 73159
RIA
CRD#: 298219
Oklahoma City, OK

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
(6/30/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/2022
Uniform Investment Adviser Law Examination

Current Firm


AF
A-TEAM FINANCIAL INVESTMENTS
A-TEAM FINANCIAL INVESTMENTS | A-TEAM FINANCIAL INVESTMENTS LLC

CRD#: 298219 / SEC#:

Oklahoma
Registered Investment Advisory firm - (8/21/2018 Approved)
Texas
Registered Investment Advisory firm - (11/9/2021 Approved)
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Contact information


Main Address
10307 Greenbriar Parkway, Oklahoma City, OK 73159
Mailing Address
Phone number
(405) 378-2487
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts711
AUM (Assets Under Management)$ 44,670,162

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


A-TEAM FINANCIAL INVESTMENTS

CRD#: 298219Oklahoma City, OK 73159

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