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Distance Only Nichols Hills, 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 Bradley (CRD# 4890079) is an Investment Advisor Representative working at Valendo Private Asset Management, Inc. in Nichols Hills, OK and has over 19 years of experience in the finance industry.
Ryan Butts (CRD# 4413195) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Nichols Hills, OK and has over 22 years of experience in the finance industry. Ryan Butts 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.
Margaret James (CRD# 6936105) is an Investment Advisor Representative working at First Trust Advisors LP in Nichols Hills, OK and has over 5 years of experience in the finance industry.
Benjamin Kennedy (CRD# 5023746) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Nichols Hills, OK and has over 9 years of experience in the finance industry.
Spencer Bowman (CRD# 7369836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 2 years of experience in the finance industry.
Joshua Hopkins (CRD# 7405713) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 2 years of experience in the finance industry.
Bryan King (CRD# 3005784) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 9 years of experience in the finance industry.
Bailey Nichols (CRD# 6750781) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 2 years of experience in the finance industry. Bailey Nichols 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.