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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
James Ault (CRD# 7893852) is an Investment Advisor Representative working at Margo Park Financial in Broken Arrow, OK and has 1 year of experience in the finance industry.
Johnathon Barker (CRD# 7217089) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 3 years of experience in the finance industry.
Kyle Canida (CRD# 3237361) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 4 years of experience in the finance industry.
Michael Christie (CRD# 7848338) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Broken Arrow, OK and has 1 year of experience in the finance industry.
Rhonda Crockett (CRD# 7071336) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Broken Arrow, OK and has over 4 years of experience in the finance industry.
Hannah Lee (CRD# 7843449) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has 1 year of experience in the finance industry.
Richard Silman (CRD# 7330884) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 3 years of experience in the finance industry.
Michael Tillman (CRD# 4899030) is an Investment Advisor Representative working at Burkholder Wealth Management in Broken Arrow, OK and has over 18 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.