Investment Concepts & Financial Planning Services, Inc.

Offering Superior Financial Planning.

Welcome to Investment Concepts of Oklahoma City. Our goal is to provide the best comprehensive financial planning possible for our clients using our expertise, professional judgment, and skill.

Our objectives are to:
1. Provide superior financial planning and customer service;
2. Assure that our clients are always our first priority;
3. Conduct business with integrity, diligence, full candor, and innovation;
4. Provide educational services and consumer-oriented investment products;
5. Be leaders in our industry by providing cutting-edge financial planning services today and tomorrow.


This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a propectus from your registered representative. Read it carefully before you invest or send money. Insurance products are limited to residents of New Mexico, Oklahoma and Texas. Investment products are limited to residents of Arizona, Colorado, Florida, Georgia, Illinois, New Mexico, Oklahoma, Texas, and Washington.
Securities Offered Through: First Allied Securites, Inc., a registered broker/dealer. ;- Member FINRA/SIPC. Advisory Services Offered Through First Allied Advisory Services, Inc., an Advanced Equities company.

Privacy Notice:

When you visit this website you are not required to provide any personal information on this website unless you choose to provide your name, mailing, or email address to request information after clicking on the "Contact Us" button. It will not transfer your personal information to any non-First Allied Securites, Inc. or non-First Allied Advisory Service, Inc. entity for commercial purposes. If you provide an email address, you may receive email from us or be contacted by an affiliated representative to follow up on your interest or questions.

Our web server will log your Internet Protocol (IP) address or the IP address of your proxy server. It will not specifically track your domain name or your email address for any purpose. We currently do not use any "cookie" technology on this website, although other affiliated sites accessible or redirected from this site may use "cookie" technology. If any "cookie" technology is added to this site in the future, we will change this notice to explain how such "cookies" are used.

Friday, July 30, 2010


This web site is intended for the benefit of Arizona, Colorado, Florida, Georgia, Illinois, Oklahoma, Texas, and Washington residents. Securities offered through First Allied Securities, Inc., a registered broker/dealer.  Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services, Inc.,  an Advanced Equities Company.