Teddy Slate
Tulsa
Teddy aims to inform, influence and inspire his clients to understand and define their financial objectives through financial planning. "Once defined, I can recommend investment tools to build wealth and protect their families from insurable loss."
He holds a bachelor's degree in business administration with an emphasis in financial planning from Northeastern State University.
He enjoys spending time with his family and friends and painting in his spare time.
He feels it's important for his clients to know that as a non-commissioned financial advisor, he's able to spend more time educating clients on the fundamentals of investing. "This enables my team to strive to provide second-to-none service.”
Teddy R. Slate
Investment Center Advisor CRD#: 5877505BrokerCheck: Check the background of this firm on FINRA's BrokerCheck
Client Relationship Summary: Learn more about the services we provide to retail investors.
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