Perspective Advisors
Our team works to understand your financial vision & then develops a customized plan of comprehensive investment & financial solutions. Whether simple or complex, business or personal, short or long-term needs, we will build a strategy that works for you! Investment Advisory services are offered through Perspective Advisors, LLC, an Oklahoma Registered Investment Advisor. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- BW
Brandi Williams
Director, Tax & Accounting · Finance & Accounting
EmailPhone - KB
Kelsey Barham
CFO · Finance & Accounting
EmailPhone - BF
Brandon Fogle
Tax Coordinator · Finance & Accounting
EmailPhone - CB
Cole Brown
Accounting Specialist · Finance & Accounting
EmailPhone - CC
Cooper Christian
Accounting Specialist · Finance & Accounting
EmailPhone - LP
Lyndsey Parks
Office Administrator · Operations
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Perspective Advisors
5 distinct titles indexed · top 5 shown.
- 4accounting specialist
- 1cfo
- 1director, tax & accounting
- 1office administrator
- 1tax coordinator
Sign up to unlock all 9 contacts at Perspective Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Perspective Advisors
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