Reg Aldrich
Reg Aldrich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5700 NW 130th Street, Suite 2, Oklahoma City, OK, 73142
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reg is involved in several businesses, including First Harvest Insurance OKC, LLC and First Harvest Insurance, LLC, where he is an agent and owner involved in insurance sales, including property and casualty. He also dedicates about a quarter to half of his time to True Harvest Wealth Management as an advisor/partner.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Country Capital Management CompanyBroker
State Registrations6 states
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