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Minka Latta

27 Years of Experience
Oklahoma City, OK
Broker

Minka Latta is a registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3121 Quail Springs Pkwy, Ste 110, Oklahoma City, OK, 73134

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Minka owns rental real estate property since 2017, dedicating minimal time to maintenance and repairs. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2015 - November 2018 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
October 2015 - November 2018 · 3 yrs 1 mo
Edward Jones
January 2014 - October 2015 · 1 yr 9 mos
Edward JonesBroker
October 2000 - October 2015 · 15 yrs
Afs Brokerage, INC.Broker
February 1998 - July 2000 · 2 yrs 5 mos
Aegon USA Securities INC.Broker
December 1997 - February 1998 · 2 mos
State Registrations7 states
ARAZCOILMOOKTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Minka Latta - Financial Advisor | TrueAdvisor