-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gregory Ashton (CRD# 4485313) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.
William Atkinson (CRD# 2752748) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 27 years of experience in the finance industry. William Atkinson 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.
Larry Awbrey (CRD# 1735364) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 36 years of experience in the finance industry. Larry Awbrey 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.
James Aycock (CRD# 2997984) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Edmond, OK and has over 26 years of experience in the finance industry.
Daylene Bachman (CRD# 2682524) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has over 26 years of experience in the finance industry.
Adam Bahner (CRD# 5806158) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oklahoma City, OK and has over 13 years of experience in the finance industry. Adam Bahner 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.
James Bailey (CRD# 2726041) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry. James Bailey 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.
Logan Bailey (CRD# 6494697) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 8 years of experience in the finance industry.
James Baird (CRD# 2701356) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oklahoma City, OK and has over 28 years of experience in the finance industry.
Steven Bajema (CRD# 5172154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.