BP
BP

Brigette Parnell

16 Years of Experience

Brigette Parnell is a registered investment advisor at Capital Advisors, INC., based in Tulsa, OK, with 16 years of industry experience. Brigette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,118 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,118 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2222 South Utica Place, Suite 300, Tulsa, OK, 74114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Capital Advisors, INC.
July 2015 - Present · 10 yrs 9 mos
Previous Registrations
Quasar Distributors, LLCBroker
January 2018 - December 2020 · 2 yrs 11 mos
Minshall & Company INC.Broker
July 2015 - October 2017 · 2 yrs 3 mos
J.P. Morgan Securities LLC
February 2013 - August 2014 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
June 2011 - August 2014 · 3 yrs 2 mos
J.P. Morgan Securities LLC
June 2011 - May 2012 · 11 mos
Chase Investment Services CORP.
January 2011 - June 2011 · 5 mos
Chase Investment Services CORP.Broker
October 2008 - June 2011 · 2 yrs 8 mos
State Registrations2 states
OKTX
Advisor

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
No exam information available for this advisor.