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Distance Only Oklahoma City, 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
Jim Duncan (CRD# 1416650) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oklahoma City, OK and has over 37 years of experience in the finance industry.
Scott Dunn (CRD# 5945504) is an Investment Advisor Representative working at Park Avenue Securities LLC in Oklahoma City, OK and has over 11 years of experience in the finance industry.
Nicholas Duthie (CRD# 5870451) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oklahoma City, OK and has over 13 years of experience in the finance industry.
Chad Ealey (CRD# 5195462) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 17 years of experience in the finance industry.
Casey Eden (CRD# 2715551) is an Investment Advisor Representative working at Park Avenue Securities LLC in Oklahoma City, OK and has over 27 years of experience in the finance industry. Casey Eden 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.
Amber Eduvigen (CRD# 4713865) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry.
Jay Edzards (CRD# 1860997) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry.
Phillip Elliott (CRD# 5693014) is an Investment Advisor Representative working at Morgan Stanley in Oklahoma City, OK and has over 14 years of experience in the finance industry. Phillip Elliott 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.
Sharon Emerson (CRD# 2861194) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Alan Erickson (CRD# 1821881) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 36 years of experience in the finance industry.