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Herndon Plant Oakley | Texas Financial Planning & Advising

For financial planning and advising in Texas and around the world, contact Herndon Plant Oakley. Each partner has more than 40 years experience. Contact today!

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HERNDON PLANT OAKLEY LTD.

HERNDON PLANT OAKLEY LTD.

800 North Sho●●●●●●●●●●●●● 2200 S Tower

CORPU●●●●●RISTI , TX, 78401

US

1.36●●●●7611
1.86●●●●6863
dj●●●●●●@hpo.com

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HERNDON PLANT OAKLEY LTD.

HERNDON PLANT OAKLEY LTD.

800 North Sho●●●●●●●●●●●●● 2200 S Tower

CORPU●●●●●RISTI , TX, 78401

US

1.36●●●●7611
1.36●●●●9342
dj●●●●●●@hpo.com

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Herndon Plant Oakley | Texas Financial Planning & Advising | hpo.com Reviews
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For financial planning and advising in Texas and around the world, contact Herndon Plant Oakley. Each partner has more than 40 years experience. Contact today!
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Herndon Plant Oakley | Texas Financial Planning & Advising | hpo.com Reviews

https://hpo.com

For financial planning and advising in Texas and around the world, contact Herndon Plant Oakley. Each partner has more than 40 years experience. Contact today!

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Disclosures

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NOTICE OF PRIVACY PRACTICES. Herndon Plant Oakley Ltd. and its affiliates. Herndon Plant Oakley Ltd., Registered Investment Advisor. Herndon Plant Oakley, Ltd. respects your right to privacy. We have always been committed to secure the confidentiality and integrity of your personal information. We are proud of our privacy practices and want our current and prospective customers to understand what information we collect and how we use it. Why We Collect Your Information. What Information We Collect. If yo...

2

Herndon

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Brent Herndon, partner in Herndon Plant Oakley, has been in the investment business since 1969, beginning his career that same year with Merrill Lynch, Pierce, Fenner and Smith. In 1985 Mr. Herndon joined Rauscher, Pierce Refsnes, Inc. as a vice president, and simultaneously formalized his relationship with his long-term partners. With a highly-skilled, long-tenured staff, Herndon Plant Oakley is uniquely positioned in the investment industry, offering clients a depth of service and experience that sets ...

3

Employment

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We are always interested in talking to people who can present a professional appearance and are experienced in the financial industry. If you feel you can represent a high degree of accuracy and detail, please contact us by mail, phone or fax. 800 N Shoreline #2200 SO. Corpus Christi, TX 78401. Member FINRA / SIPC FR2002-0607-0029.

4

Herndon Plant Oakley Investment Advisors

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The Company We Keep. Headquartered in Texas, Herndon Plant Oakley serves their clients each day throughout Texas, the US and around the world on a personal, individualized basis. 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. We are all about consistency.

5

Plant

http://hpo.com/Plant.html

Phillip Plant holds a B.A. in economics from St. Mary's University, San Antonio, and has more than 44 years of experience in the investment industry. Mr. Plant has extensive knowledge and skill in working with large family corporate offices, family wealth management, private corporate financing, selection of money managers and total asset review and advisement. He also has extensive experience working with foundations, both public and private. Manage client retirement accounts including 401-K plans.

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Herndon Plant Oakley | Texas Financial Planning & Advising

Investing for the long term since 1985. Toll Free: (800) 888-4894. Long Term Asset Growth For. Establishing and Managing Your. A Registered Investment Advisor offering comprehensive advisory and money management services, including net worth building, retirement plans, stock/bond research and more. A knowledgeable investor with extensive experience working with large family corporate offices and foundations. He selects money managers to complement each client's goals. The Company We Keep.

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