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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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HeadquartersBartlesville, United StatesEmployees9(1 to 10)Annual revenue<$1MWebsiteplanwithperspective.comLinkedIn profileLinkedIn

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.

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Top roles at Perspective Advisors

5 distinct titles indexed · top 5 shown.

  • 4accounting specialist
  • 1cfo
  • 1director, tax & accounting
  • 1office administrator
  • 1tax coordinator

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