Whitney Blocker is a registered investment advisor at Argent Retirement Plan Advisors, LLC, based in Tulsa, OK, with 7 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 53 clients with $680M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4506 S Harvard Ave, Tulsa, OK, 74135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Whitney is involved in investment consulting and securities recommendations through Premier Consulting Partners since 2019. This activity takes about 10-20% of Whitney's time.
Employment History
Current Registrations
Argent Retirement Plan Advisors, LLC
Previous Registrations
Relation Wealth Management, INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
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.
Exams
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