Morgan Stanley
41yrs
Top advisor by experience in Durant
40yrs
Roger Dale Gaddis
Financial advisor at Gaddis Premier Wealth Advisors
At a glance
Experience40 years (since 1987)
How that compares ?Top advisor by experience at Gaddis Premier Wealth Advisors
Office202 W Main, Durant, OK 74701
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Gaddis Premier Wealth Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowGaddis Premier Wealth Advisors LLCCurrent firm
- 2019 – 2022Kestra Advisory Services, LLCPreviously
- 1995 – 2019LPL Financial LLCPreviously
Questions to ask Roger
Tailored to Roger’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roger
How do I contact Roger?
Call Gaddis Premier Wealth Advisors at 580-745-8133 and ask for Roger Dale Gaddis. Roger works from the Durant, OK office.
How long has Roger been a financial advisor?
Roger has been in the industry since 1987, about 40 years. Top advisor by experience at Gaddis Premier Wealth Advisors.
What licenses does Roger hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roger a fiduciary?
Roger is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roger paid?
Gaddis Premier Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Roger for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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