Angela O'keefe
Angela O'keefe is a registered investment advisor at A-Team Financial Investments, based in Oklahoma City, OK, with 21 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 435 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges from 1.00% to 1.50%, depending on the complexity of the assets in the client’s account and the scope of the client arrangement. This fee is negotiable.
Fee Estimator
Location
10307 Greenbriar Parkway, Oklahoma City, OK, 73159
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other Business ActivitiesSells Insurance
Angela is a licensed insurance agent selling life, long term care, health, and fixed annuities for various insurance companies. She spends a few hours per week on these insurance-related activities.
Employment History
Current Registrations
A-Team Financial Investments
Previous Registrations
Access Financial Group, INC.
Purshe Kaplan Sterling InvestmentsBroker
Access Financial Group, INC.
T.S. Phillips Investments, INC.Broker
Phillips Capital Advisors, INC.
Eide Bailly Advisors, LLC
Securities America, INC.Broker
Vsr Financial Services, INC.Broker
Securities America, INC.Broker
State Registrations2 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.