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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
Jared Best (CRD# 4374128) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.
G. Biggs (CRD# 4027131) is an Investment Advisor Representative working at Perissos Private Wealth Management in Oklahoma City, OK and has over 24 years of experience in the finance industry.
James Billingsley (CRD# 1190831) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 40 years of experience in the finance industry.
Steven Blair (CRD# 4014674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Craig Blake (CRD# 4869315) is an Investment Advisor Representative working at Level Four Advisory Services in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Daniel Boeckman (CRD# 5601269) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oklahoma City, OK and has over 9 years of experience in the finance industry.
Brenda Bolander (CRD# 6146869) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 11 years of experience in the finance industry. Brenda Bolander 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.
Karen Boschert (CRD# 5450762) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 16 years of experience in the finance industry.
David Bott (CRD# 4085151) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 24 years of experience in the finance industry.
William Bowers (CRD# 6341157) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.