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Daniel Dean Parcel

Cc Investment Advisors, Inc.

Oklahoma City, OK

CRD 3142664

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Employer firm

Cc Investment Advisors, Inc. CRD 117895

$15.4M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cc Investment Advisors, Inc.

8101 N.W 10Th Street Suite B, Oklahoma City, OK 73127 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-07-11
  • OK RA
    APPROVED
    Since 2024-07-11

Branch Locations

8101 N.W. 10Th St, Suite B, Oklahoma City, OK 73127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cc Investment Advisors, Inc. Oklahoma City OK 03/2000 Present
Cc Investment Advisors, Inc. Oklahoma City OK 08/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-08
S63 Uniform Securities Agent State Law Examination 1998-11-11
  • S65 Uniform Investment Adviser Law Examination
    1999-12-08
  • S63 Uniform Securities Agent State Law Examination
    1998-11-11
Other Names
  • Dan Parcel

View on SEC IAPD

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Nearby Investors

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
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