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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
Charles Kelly (CRD# 3055640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 25 years of experience in the finance industry.
Ronald Kirkpatrick (CRD# 6600824) is an Investment Advisor Representative working at Lpl Financial LLC in Norman, OK and has over 7 years of experience in the finance industry.
Linda Kissler (CRD# 1003117) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 14 years of experience in the finance industry.
Sidney Klem (CRD# 2652083) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 28 years of experience in the finance industry.
Joan Lawson (CRD# 1867097) is an Investment Advisor Representative working at Hilltop Securities Inc. in Norman, OK and has over 33 years of experience in the finance industry. Joan Lawson 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 Lee (CRD# 7038532) is an Investment Advisor Representative working at Edward Jones in Oklahoma City, OK and has over 5 years of experience in the finance industry.
James Leonard (CRD# 5629534) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 14 years of experience in the finance industry.
Bradley Lester (CRD# 2861828) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Norman, OK and has over 27 years of experience in the finance industry. Bradley Lester 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.
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.