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Kenny & Cheryl's Profile
Jim Phillips, CEO of FIC pictured with his wife, Joyce.  Jim is a CFP and a registered rep. Cheryl Green, President and Kenny Green, Vice President of FIC.  They are both registered reps.

 

We feel fortunate to be a 'working family'.  It is a unique situation that could not have been planned better by man.  Jim has been advising clients since 1984 and his daughter, Cheryl has been involved with the business in some facet since she was 14 years old.  Kenny and Cheryl were married in 2000 and have been registered reps since 2001.  They offer a unique and synergistic style that allows them to better communicate the financial planning needs of couples. 

Feel free to ask any of the registered reps your financial questions.  If you do not have any questions now, you will likely have a few after reading our 'Articles of Interest'.  Who knows, maybe your question will be posted in future articles.  Click here to submit your question.

309 Frank Phillips Blvd.
Bartlesville, OK 74003 309 Frank Phillips Blvd.
Bartlesville, OK 74003

 

Securities Offered Through Dominion Investor Services, Inc. Member FINRA and SIPC. 

 

 

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