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Distance Only Edmond, 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
Larry Paulk (CRD# 4864103) is an Investment Advisor Representative working at Primerica Advisors in Edmond, OK and has over 19 years of experience in the finance industry.
Shawn Peschke (CRD# 4610160) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 21 years of experience in the finance industry. Shawn Peschke 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 Pinney (CRD# 5149447) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 17 years of experience in the finance industry.
Richard Pistulka (CRD# 1685982) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 36 years of experience in the finance industry.
Michael Rainbolt (CRD# 5191959) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 17 years of experience in the finance industry.
Joli Rees (CRD# 5634139) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has over 14 years of experience in the finance industry.
Steven Romano (CRD# 1903263) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Edmond, OK and has over 35 years of experience in the finance industry.
Preston Schaefer (CRD# 6336726) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Edmond, OK and has over 8 years of experience in the finance industry.
Scott Schaefer (CRD# 2145236) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Edmond, OK and has over 32 years of experience in the finance industry.
Toni Selph (CRD# 6237072) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 10 years of experience in the finance industry.