Harry Bertrand
Harry Bertrand is a registered investment advisor at Bertrand Investment Strategies, L.L.C., based in Oklahoma City, OK, with 18 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bertrand Investment Strategies recommends third-party investment managers. Clients will be billed in accordance with the third-party manager's fee schedule. Bertrand Investment Strategies receives a portion of the advisory fees charged by the third-party manager for the referral. Bertrand Investment Strategies does not manage client assets.
Location
9909 S. Pennsylvania Ave., Oklahoma City, OK, 73159
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2023Regulatory
May 2021Regulatory
August 2004Other Business ActivitiesSells Insurance
Harry is the co-founder, CEO, and insurance agent at Bertrand Retirement Solutions, LLC, spending about a quarter of his time there. He also works as an IAR of an RIA, spending another quarter of his time in that practice.
Employment History
Current Registrations
Bertrand Investment Strategies, L.L.C.
Previous Registrations
Investment Strategies, LLC
Wilbanks Securities, INC.Broker
State Registrations1 state
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.