Profile

Invest with someone you know. First State was founded in 1971 to provide Tulsa families with a personalized, tax efficient, value-oriented approach to portfolio management. The Gold Chip philosophy of investing primarily in high quality, large-cap stocks can reduce worry for you in this chaotic, up-and-down financial environment.

First State Financial, Inc. is the holding company for First State Investment Advisors, Inc., a registered investment advisor in Oklahoma and Texas, and First State Securities, Inc., a registered broker/dealer in Oklahoma and Texas. The company is audited annually by an independent public accounting firm and is governed by a board of directors. As of November 1, 2008, the firm managed in excess of $52.1 million for individuals, pension plans and retirement accounts.