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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
John Burns (CRD# 1538784) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 37 years of experience in the finance industry. John Burns 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.
Patricia Burrus (CRD# 2066664) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 29 years of experience in the finance industry.
Robin Byford (CRD# 1965576) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oklahoma City, OK and has over 34 years of experience in the finance industry. Robin Byford 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.
Israel Cantrell (CRD# 5810858) is an Investment Advisor Representative working at Redstone Wealth Management, LLC in Oklahoma City, OK and has over 13 years of experience in the finance industry.
Lynne Carlson (CRD# 4995200) is an Investment Advisor Representative working at Primerica Advisors in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Jesse Carlucci (CRD# 7053639) is an Investment Advisor Representative working at Arrow Investment Management LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry. Jesse Carlucci 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.
Keith Carter (CRD# 4703579) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Midwest City, OK and has over 20 years of experience in the finance industry. Keith Carter 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.
Kurt Carter (CRD# 2940434) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Shaena Carter (CRD# 3251196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Shannon Carter (CRD# 5345182) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry. Shannon Carter 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.