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Herndon Plant Oakley, Ltd


Herndon Plant Oakley, Ltd is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Herndon Plant Oakley (HPO), one of the most established firms in Texas, was founded in 1985. The firm is all about investing for the long term. The firm has its headquarters in Texas; Herndon Plant Oakley is uniquely positioned in the investment industry, offering clients a depth of service and experience that sets them apart. Each partner works closely with his team to provide clients with personal, customized money management and investment services to fit each individual's long-term goals and needs. As a Registered Investment Advisor, HPO's comprehensive advisory and money management services include such as.

The firm has a thorough investment analysisincluding extensive estate, investment, family enterprise and cash flow evaluation. Client Account Protection up to $150 million, Net Worth Building creation of customized, long-term asset growth plan for each individual, family or business. Investment Management provides individual investment money management that complements each client's long-term consistent goals through HPO Registered Advisor services, Money Manager Selection, and Mutual Fund advisory. Retirement Plans includes 401-Ks, SEPs, etc.Stock and Bond Research access to knowledgeable stock and bond experts to research and analyze market investment opportunities. Preparation and delivery of quarterly individualized portfolio is also taken into an account for every client.

Herndon Plant Oakley is in the business of serving you and your needs individually. They are there to build a relationship, analyze your needs, create a plan and offer you experienced guidance that will provide you with consistent growth throughout the tenure of your investments. With a broadly-based, well trained, knowledgeable and experienced staff working side-by-side with each partner, the financial needs and expectations of every client are analyzed and focused upon to shape the most productive results possible for today, tomorrow and years into the future.
 
 

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