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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
Richard Cloud (CRD# 2002339) is an Investment Advisor Representative working at Cloud Capital LLC in Claremore, OK and has over 34 years of experience in the finance industry.
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.
Brian Connally (CRD# 2162785) is an Investment Advisor Representative working at Avantax Advisory Services in Skiatook, OK and has over 32 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.
Angela Denny (CRD# 6520269) is an Investment Advisor Representative working at Edward Jones in Skiatook, OK and has over 5 years of experience in the finance industry.
Susan Dick (CRD# 2940600) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bartlesville, OK and has over 26 years of experience in the finance industry.
Suzanne Duhon (CRD# 5494871) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 15 years of experience in the finance industry.
Eric Dye (CRD# 6388897) is an Investment Advisor Representative working at Edward Jones in Claremore, OK and has over 9 years of experience in the finance industry.
Beau Eden (CRD# 6487176) is an Investment Advisor Representative working at Edward Jones in Bartlesville, OK and has over 8 years of experience in the finance industry.
Paul Fetsch (CRD# 1712008) is an Investment Advisor Representative working at Spur Capital Partners in Bartlesville, OK and has over 36 years of experience in the finance industry.