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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
Sonya Reed (CRD# 4974127) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 18 years of experience in the finance industry.
Heather Robison (CRD# 5186077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bartlesville, OK and has over 15 years of experience in the finance industry. Heather Robison 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.
Douglas Rodgers (CRD# 2167562) is an Investment Advisor Representative working at Commonwealth Financial Network in Bartlesville, OK and has over 27 years of experience in the finance industry.
Joel Romines (CRD# 2440650) is an Investment Advisor Representative working at Knightsbridge Advisers LLC in Bartlesville, OK and has over 30 years of experience in the finance industry.
Douglas Schwegman (CRD# 1112885) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bartlesville, OK and has over 40 years of experience in the finance industry.
Bruce Smith (CRD# 2245021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bartlesville, OK and has over 31 years of experience in the finance industry.
Darrell Surface (CRD# 4453881) is an Investment Advisor Representative working at Edward Jones in Bartlesville, OK and has over 22 years of experience in the finance industry.
Trevor Sutterfield (CRD# 2236383) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 30 years of experience in the finance industry.
Terri Taylor (CRD# 5623723) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 14 years of experience in the finance industry.
Jason Tinklenberg (CRD# 4583992) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 21 years of experience in the finance industry.