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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
Adam Leavitt (CRD# 4723014) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Tulsa, OK and has over 20 years of experience in the finance industry. Adam Leavitt 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.
Ronald Ledferd (CRD# 4556404) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jenks, OK and has over 21 years of experience in the finance industry.
Donald Lehman (CRD# 1572356) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 37 years of experience in the finance industry.
Jeffrey Lester (CRD# 5300472) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Tulsa, OK and has over 17 years of experience in the finance industry.
Marshea Lewis (CRD# 6527387) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.
Kristen Lierly (CRD# 5812793) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tulsa, OK and has over 13 years of experience in the finance industry.
David Limerick (CRD# 5593164) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 15 years of experience in the finance industry.
Robert Linn (CRD# 3255824) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tulsa, OK and has over 24 years of experience in the finance industry.
William Lissau (CRD# 2186198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 31 years of experience in the finance industry.
Harvey Little (CRD# 4489985) is an Investment Advisor Representative working at Regent Wealth Management, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.