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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
Adam Berlien (CRD# 6015388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 12 years of experience in the finance industry.
Daniel Bickerstaff (CRD# 4477232) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tulsa, OK and has over 22 years of experience in the finance industry. Daniel Bickerstaff 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.
Tammy Blair (CRD# 1832520) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 35 years of experience in the finance industry.
Keith Bohannon (CRD# 5742159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 14 years of experience in the finance industry.
Andrew Boyd (CRD# 5617951) is an Investment Advisor Representative working at Gibraltar Capital Management, Inc. in Tulsa, OK and has over 12 years of experience in the finance industry.
Gregory Braun (CRD# 2378241) is an Investment Advisor Representative working at Avantax Advisory Services in Broken Arrow, OK and has over 30 years of experience in the finance industry. Gregory Braun 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.
John Brophy (CRD# 2547745) is an Investment Advisor Representative working at Wells Fargo Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.
Christopher Brown (CRD# 4918966) is an Investment Advisor Representative working at The Advisory Resource Group, LLC in Tulsa, OK and has over 19 years of experience in the finance industry.
Hal Brown (CRD# 2861849) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 26 years of experience in the finance industry.
Kenny Brown, Jr. (CRD# 6862043) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.