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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
Stephanie Chappell Morgan (CRD# 5733569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 8 years of experience in the finance industry.
Jonathan Christensen (CRD# 4984303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 18 years of experience in the finance industry.
Charles Clark (CRD# 4372102) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.
Andrea Clem (CRD# 5164830) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tulsa, OK and has over 7 years of experience in the finance industry.
Tyler Coday (CRD# 6840818) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.
Richard Coffey (CRD# 2243745) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tulsa, OK and has over 31 years of experience in the finance industry.
Carrie Coles (CRD# 4374020) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 22 years of experience in the finance industry. Carrie Coles 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.
Amber Collier (CRD# 5793845) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 10 years of experience in the finance industry.
Terry Collier (CRD# 1596427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 33 years of experience in the finance industry.
Steven Collins (CRD# 6140808) is an Investment Advisor Representative working at Edward Jones in Tulsa, OK and has over 11 years of experience in the finance industry.