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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
Mary Jones (CRD# 3001185) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Watonga, OK and has over 26 years of experience in the finance industry.
Steven Poulson (CRD# 1644399) is an Investment Advisor Representative working at Edward Jones in Watonga, OK and has over 37 years of experience in the finance industry.
Katelin Bartmann (CRD# 6010722) is an Investment Advisor Representative working at Edward Jones in Weatherford, OK and has over 12 years of experience in the finance industry.
David Jackson (CRD# 6586617) is an Investment Advisor Representative working at Edward Jones in Weatherford, OK and has over 8 years of experience in the finance industry.
Glenda Long (CRD# 1610857) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hydro, OK and has over 37 years of experience in the finance industry. Glenda Long 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.
Michael Lorenzen (CRD# 1018849) is an Investment Advisor Representative working at Lig Capital Management, LLC in Oklahoma City, OK and has over 42 years of experience in the finance industry.
Derik Sullivan (CRD# 5052631) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Weatherford, OK and has over 18 years of experience in the finance industry.
Thad Wolgamott (CRD# 3240193) is an Investment Advisor Representative working at Edward Jones in Weatherford, OK and has over 24 years of experience in the finance industry.
Gerald Anderson (CRD# 7849105) is an Investment Advisor Representative working at West Oak Wealth in Weatherford, OK and has 1 year of experience in the finance industry.
Gavan Byrd (CRD# 5926962) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Weatherford, OK and has over 12 years of experience in the finance industry.