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Distance Metro area (25 miles)
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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
Ami Kuhlman (CRD# 5525229) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Elgin, OK and has over 13 years of experience in the finance industry.
James Leonard (CRD# 5629534) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 14 years of experience in the finance industry.
Bradley Lester (CRD# 2861828) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Norman, OK and has over 27 years of experience in the finance industry. Bradley Lester 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.
Tracy McCary (CRD# 2025479) is an Investment Advisor Representative working at Trac Advisor Group, Inc. in Norman, OK and has over 34 years of experience in the finance industry.
Ryan McDonald (CRD# 5629505) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 17 years of experience in the finance industry.
Laurie Meese (CRD# 6351488) is an Investment Advisor Representative working at Edward Jones in Norman, OK and has over 9 years of experience in the finance industry.
Christopher Moody (CRD# 5160429) is an Investment Advisor Representative working at Edward Jones in Oklahoma City, OK and has over 16 years of experience in the finance industry.
Jolene Nauman (CRD# 5664003) is an Investment Advisor Representative working at Edward Jones in Norman, OK and has over 14 years of experience in the finance industry.
Celestine Njoku (CRD# 4662897) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Olahoma City, OK and has over 20 years of experience in the finance industry.
Angela O'keefe (CRD# 4755493) is an Investment Advisor Representative working at A-team Financial Investments in Oklahoma City, OK and has over 19 years of experience in the finance industry.