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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
Marshall Fraser (CRD# 6150620) is an Investment Advisor Representative working at Perspective Advisors, LLC in Bartlesville, OK and has over 11 years of experience in the finance industry.
Cheryl Green (CRD# 2626085) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 22 years of experience in the finance industry.
Kenneth Green (CRD# 4372317) is an Investment Advisor Representative working at First Investment Corporation in Bartlesville, OK and has over 22 years of experience in the finance industry. Kenneth Green 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.
Dustin Hancock (CRD# 5658630) is an Investment Advisor Representative working at Edward Jones in Bartlesville, OK and has over 15 years of experience in the finance industry.
Joan Heidorn (CRD# 3154424) is an Investment Advisor Representative working at Spur Capital Partners in Bartlesville, OK and has over 25 years of experience in the finance industry.
Bryce Hood (CRD# 6111107) is an Investment Advisor Representative working at Lpl Financial LLC in Bartlesville, OK and has over 11 years of experience in the finance industry.
Paul Hood (CRD# 2972707) is an Investment Advisor Representative working at Lpl Financial LLC in Bartlesville, OK and has over 26 years of experience in the finance industry.
Randall Hopson (CRD# 6365232) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 9 years of experience in the finance industry.
Tandy Joslin (CRD# 1357118) is an Investment Advisor Representative working at Joslin Financial Services, Inc. in Niotaze, KS and has over 39 years of experience in the finance industry. Tandy Joslin 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.
Childs Kelly (CRD# 2440649) is an Investment Advisor Representative working at Spur Capital Partners in Bartlesville, OK and has over 30 years of experience in the finance industry.