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Court Edward Loomis

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
8 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426

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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.

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Other Business Activities

Court is 100% owner of Alinea Energy, LLC (oil & gas royalty investments), CEL IV, LLC (real estate & restaurant investments), and Loomis Acquisitions, LLC (oil & gas working interests investments). These activities take about 10-20% of Court's time.

Employment History
Current Registrations
The Baker Group, LP
July 2024 - Present · 1 yr 7 mos
The Baker Group, LPBroker
September 2020 - Present · 5 yrs 5 mos
State Registrations4 states
IAMIOKWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Court Edward Loomis - Financial Advisor | TrueAdvisor