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John F. Platt

Investment adviser representative at Pin Oak Investment Advisors Inc
35 yearsExperience
1 stateRegistered in
$784.8MFirm assets
36 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

35 years in the industry.

  1. Pin Oak Investment Advisors, Inc.Aug 1991 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991

State registrations

Registered as an investment adviser representative in 1 state (TX).

Pin Oak Investment Advisors Inc

$784.8MAssets managed
322Clients
6Advisers
36 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2187649
Firm CRD
105550
Advisor's SEC record (opens in a new tab)
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