KT
KT

Kevin Tinkle

14 Years of Experience
Oklahoma City, OK
Broker

Kevin Tinkle is a registered investment advisor at D.A. Davidson & CO., based in Oklahoma City, OK, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1601 NW Expressway St., Suite 1601, Oklahoma City, OK, 73118

Get directions

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.

Learn about disclosures →
Other Business Activities

Kevin is a part owner of Henrex, LLC, a real estate investment company, since 2022. He spends minimal time on bookkeeping for this investment-related activity.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
February 2022 - Present · 4 yrs 3 mos
D.A. Davidson & CO.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
LPL Financial LLC
February 2018 - March 2022 · 4 yrs 1 mo
LPL Financial LLCBroker
February 2018 - March 2022 · 4 yrs 1 mo
Invest Financial CorporationBroker
February 2013 - February 2018 · 5 yrs
Invest Financial Corporation
February 2013 - February 2018 · 5 yrs
RBC Capital Markets, LLC
April 2011 - September 2011 · 5 mos
RBC Capital Markets, LLCBroker
September 2010 - September 2011 · 1 yr
State Registrations24 states
ARAZCACOFLIAIDILKSLAMAMEMOMSMTNCNENMNYOHOKSDTXVA
AdvisorBrokerBoth

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.