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Distance Only Owasso, 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
Jay Collins (CRD# 5514717) is an Investment Advisor Representative working at Primerica Advisors in Owasso, OK and has over 15 years of experience in the finance industry.
Luke Dalton (CRD# 6493480) is an Investment Advisor Representative working at Gwn Securities Inc. in Owasso, OK and has over 5 years of experience in the finance industry. Luke Dalton 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.
Kenneth Grant (CRD# 5014950) is an Investment Advisor Representative working at Cwm, LLC in Owasso, OK and has over 18 years of experience in the finance industry.
Caleb Hass (CRD# 4493835) is an Investment Advisor Representative working at Primerica Advisors in Owasso, OK and has over 20 years of experience in the finance industry.
Melanie Hasty-Grant (CRD# 3185270) is an Investment Advisor Representative working at Cwm, LLC in Owasso, OK and has over 25 years of experience in the finance industry.
Zachary Hawley (CRD# 5413639) is an Investment Advisor Representative working at Gwn Securities Inc. in Owasso, OK and has over 16 years of experience in the finance industry.
Brent Keith (CRD# 4334208) is an Investment Advisor Representative working at Lpl Financial LLC in Owasso, OK and has over 22 years of experience in the finance industry.
Nicholas Kila (CRD# 5792289) is an Investment Advisor Representative working at Edward Jones in Owasso, OK and has over 13 years of experience in the finance industry.
Lance Skalnik (CRD# 4219104) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Owasso, OK and has over 23 years of experience in the finance industry.
David St. John (CRD# 4162586) is an Investment Advisor Representative working at Avantax Advisory Services in Owasso, OK and has over 23 years of experience in the finance industry. David St. John 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.