Kirby Croisant is a CFP-designated registered investment advisor, based in Tulsa, OK, with 33 years of industry experience. Kirby is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2121 South Columbia Avenue, Ste 240, Tulsa, OK, 74114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kirby is involved in tax preparation and accounting since 1996. This activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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