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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
Jason Liles (CRD# 3041178) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 25 years of experience in the finance industry.
Natalie Lim-Taylor (CRD# 6783575) is an Investment Advisor Representative working at Lpl Financial LLC in Norman, OK and has over 6 years of experience in the finance industry.
Jenee Lister (CRD# 1636908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 35 years of experience in the finance industry.
William Malone (CRD# 6593547) is an Investment Advisor Representative working at Vault Wealth in Oklahoma City, OK and has over 8 years of experience in the finance industry.
Corneluis Mathews (CRD# 6875451) is an Investment Advisor Representative working at Uisonet in Moore, OK and has over 6 years of experience in the finance industry.
Michael McCall (CRD# 3210680) is an Investment Advisor Representative working at Mml Investors Services, LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Tracy McCary (CRD# 2025479) is an Investment Advisor Representative working at Trac Advisor Group, Inc. in Norman, OK and has over 34 years of experience in the finance industry.
Jeff McDonald (CRD# 6341153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 9 years of experience in the finance industry.
Ryan McDonald (CRD# 5629505) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 17 years of experience in the finance industry.
Rebecca McGee (CRD# 4985121) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry.