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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
Brice Davis (CRD# 6330878) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Bixby, OK and has over 9 years of experience in the finance industry. Brice Davis 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.
Nick Hoffmann (CRD# 2114796) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Bixby, OK and has over 31 years of experience in the finance industry.
David Loe (CRD# 4865219) is an Investment Advisor Representative working at Eagle Strategies LLC in Bixby, OK and has over 16 years of experience in the finance industry.
Richard Steiner (CRD# 2404359) is an Investment Advisor Representative working at Eagle Strategies LLC in Bixby, OK and has over 30 years of experience in the finance industry.
Eric Burkholder (CRD# 6013679) is the founder and a Senior Advisor working at Burkholder Wealth Management in Tulsa, OK and has over 9 years of experience in the finance industry. He holds the CFA designation which is considered the gold standard in the investment industry.
Tyler Gray (CRD# 6163683) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 10 years of experience in the finance industry. Tyler Gray 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kristin Afelumo (CRD# 6250526) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 9 years of experience in the finance industry.
Omar Ahmadieh (CRD# 6235413) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 9 years of experience in the finance industry.
James Aldag (CRD# 1705506) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 36 years of experience in the finance industry.
Andrew Aldredge (CRD# 5247721) is an Investment Advisor Representative working at The Advisory Resource Group, LLC in Tulsa, OK and has over 17 years of experience in the finance industry.