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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
Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Aspen Wealth Planners LLC in Broken Arrow, OK and has over 13 years of experience in the finance industry. Shanda Sullivan 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.
J Venditti (CRD# 6264416) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Broken Arrow, OK and has over 9 years of experience in the finance industry.
Steven Wilkerson (CRD# 1372456) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 38 years of experience in the finance industry.
Paul Wilson (CRD# 2513494) is an Investment Advisor Representative working at Lpl Financial LLC in Broken Arrow, OK and has over 27 years of experience in the finance industry.
Christopher Anderson (CRD# 7156366) is an Investment Advisor Representative working at Edward Jones in Bristow, OK and has over 4 years of experience in the finance industry.
James Ault (CRD# 7893852) is an Investment Advisor Representative working at Margo Park Financial in Broken Arrow, OK and has 1 year of experience in the finance industry.
Erica Camp (CRD# 7064125) is an Investment Advisor Representative working at Edward Jones in Henryetta, OK and has over 4 years of experience in the finance industry.
Michael Christie (CRD# 7848338) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Broken Arrow, OK and has 1 year of experience in the finance industry.
Karen Holmes (CRD# 4632453) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Coweta, OK and has over 21 years of experience in the finance industry.
Hannah Lee (CRD# 7843449) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has 1 year of experience in the finance industry.