Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Edmond, OK
Edmond Financial Advisors
Main Street Advisors, LLC
2500 S Broadway, Suite 122
Edmond, OK 73013
(405) 285-5566
“Truth In Financial Services”
Advisor Profile
Bobby Hinkle
Name:  Bobby Hinkle
Website:  Visit Website
Disclaimer
All written content contained in this brochure is for information purposes only. Investment advisory services offered through Main Street Investment Management, LLC (MSIM) a Registered Investment Advisor in the state of Oklahoma. Insurance products and services are offered through Main Street Advisors, LLC (MSA), an Oklahoma Insurance Agency. Real Estate services are offered through Main Street Real Estate, LLC (MSRE) and Christi A. Hinkle, Realtor® with Whittington Realty. Mortgage related services are offered through Main Street Loans, LLC (MSL) and Bobby D Hinkle NMLS #508386. Business advisory and advanced tax planning services are offered through Advanced Planning Specialists, LLC (APS). MSIM, MSA, MSRE, MSL and APS are affiliated companies. Main Street Advisors, LLC and all its affiliated companies are not associated with or endorsed by the Social Security Administration or any government agency, is not engaged in the practice of law, and is not engaged directly in the practice of a tax professional. MSA and its affiliated companies maintain strategic relationships with specialists in the fields of law, accounting and tax advisory. There is no revenue sharing between these strategic alliances except where fully disclosed and compliant with licensure and regulations. The content of this brochure should not be viewed as an offer to buy or sell securities, nor a recommendation for any financial transactions, and should not be relied upon as investment advice. An attorney or tax professional should always be consulted regarding specific legal or tax situations. A properly licensed financial professional should be consulted before making any financial decisions.

About Main Street Advisors, LLC

Working together, the Main Street Advisors family of companies act as a holistic financial services partner to our clients. We have a strong commitment to doing what is right and we endeavor to bring the ?family office? environment to everyone. Our companies work in sync to provide innovative financial strategies, solutions and planning for families and businesses. Our goal, at the end of the day, is to help clients feel empowered by offering clarity, security and overall health when it comes to their financial life. We always strive to ?think outside the box;? to provide unique services and apply innovative techniques. One of our primary directives that sets us apart is our focus on defensive investing. Reducing or mitigating negative compounding and losses can have an astonishing impact. We believe it is paramount to the construction of a financial plan. When dealing with the financial services industry, oftentimes clients can be left feeling confused and uninformed. We focus heavily on education and transparency. We invest time in our clients. For us, it is not about product sales; it is about a lifelong partnership with our clients, founded on education.
 

General Information

States Willing to do Business in:    Arcadia,Bethany,Cashion,Choctaw,Coyle,Edmond,Guthrie,Harrah,Jones,Luther,Meridian,Mustang,Newalla,Nicoma Park,Norman,Oklahoma City,Piedmont,Spencer,Wellston,Wheatland,Yukon
States Licensed in:    Oklahoma
Firm CRD#:    161452
CRD#:    5770047
Insurance License#:    40037578
Number of Years with Current Firm:    8
Years of Experience in Financial Services:    13
Name of Custodial Firm:    TD Ameritrade Institutional & Charles Schwab
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Property, Long Term Care, Life, HMO, Health, Disability, Casualty, Annuity, Accident
Securities Licenses:    Series 66
 

Firm Information

Assets Managed by Advisor:    $11,000,000
Assets Managed by Firm:    $11,000,000
Firm's Number of Managed Clients:    80
Firm's Number of Planning Clients:    80
Firm's Number of Clients:    80
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.