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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
Steven Bowlds (CRD# 4250919) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Sand Springs, OK and has over 23 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.
Aimee Boyer (CRD# 5920311) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 12 years of experience in the finance industry. Aimee Boyer 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.
Pamela Brandt (CRD# 729119) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Tulsa, OK and has over 42 years of experience in the finance industry. Pamela Brandt 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.
James Brejcha (CRD# 1926358) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tulsa, OK and has over 34 years of experience in the finance industry.
Brooklyn Brock (CRD# 5371050) is an Investment Advisor Representative working at Ellevate Advisors in Tulsa, OK and has over 8 years of experience in the finance industry. Brooklyn Brock 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.
George Brown (CRD# 2719984) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 27 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.
Mindy Brown (CRD# 4900405) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tulsa, OK and has over 18 years of experience in the finance industry. Mindy Brown 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.
Robert Brown (CRD# 4600415) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tulsa, OK and has over 20 years of experience in the finance industry. Robert Brown 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.