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Distance Only Broken Arrow, OK
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Paul Peterson (CRD# 2227290) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 31 years of experience in the finance industry.
Stephanie Pollard (CRD# 6415494) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 9 years of experience in the finance industry. Stephanie Pollard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Sims (CRD# 4769830) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 19 years of experience in the finance industry.
Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Aspen Wealth Planners LLC in Broken Arrow, OK and has over 13 years of experience in the finance industry. Shanda Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jon Topolski (CRD# 5037466) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Broken Arrow, OK and has over 18 years of experience in the finance industry. Jon Topolski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Vangilder (CRD# 1979177) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 25 years of experience in the finance industry.
J Venditti (CRD# 6264416) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Broken Arrow, OK and has over 9 years of experience in the finance industry.
Steven Wilkerson (CRD# 1372456) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 38 years of experience in the finance industry.
Paul Wilson (CRD# 2513494) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 27 years of experience in the finance industry.
Cheng Yang (CRD# 5933181) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Broken Arrow, OK and has over 12 years of experience in the finance industry.