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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
Jerry Bass (CRD# 2036292) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Edmond, OK and has over 34 years of experience in the finance industry.
Jeffrey Baty (CRD# 4130613) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Mary Bauer (CRD# 4623183) is an Investment Advisor Representative working at Edward Jones in Oklahoma City, OK and has over 21 years of experience in the finance industry.
Gregory Baum (CRD# 6878908) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.
Carter Baumert (CRD# 1766987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 36 years of experience in the finance industry.
Suzanne Baxter (CRD# 2189917) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 32 years of experience in the finance industry. Suzanne Baxter 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.
Janie Bays (CRD# 6200864) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norman, OK and has over 10 years of experience in the finance industry.
Alan Beamish (CRD# 6712740) is an Investment Advisor Representative working at Primerica Advisors in Oklahoma City, OK and has over 7 years of experience in the finance industry.
Christopher Beard (CRD# 2471505) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 29 years of experience in the finance industry.
Tami Bearden (CRD# 4804140) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry. Tami Bearden 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.