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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
Leonard Bowlby (CRD# 2480556) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oklahoma City, OK and has over 29 years of experience in the finance industry.
Larry Bradley (CRD# 4890079) is an Investment Advisor Representative working at Valendo Private Asset Management, Inc. in Nichols Hills, OK and has over 19 years of experience in the finance industry.
Matt Branstetter (CRD# 2169050) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 32 years of experience in the finance industry.
Garrin Bratcher (CRD# 4203290) is an Investment Advisor Representative working at Lpl Financial LLC in Norman, OK and has over 23 years of experience in the finance industry.
David Bregger (CRD# 1277916) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 39 years of experience in the finance industry. David Bregger 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.
Christian Brim (CRD# 2969017) is an Investment Advisor Representative working at Core Wealth Management, LLC in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Robert Briscoe (CRD# 1143003) is an Investment Advisor Representative working at Prudential Financial Planning Services in Edmond, OK and has over 39 years of experience in the finance industry.
Pamela Broms (CRD# 1242913) is an Investment Advisor Representative working at Hilltop Securities Inc. in Norman, OK and has over 37 years of experience in the finance industry.
Christopher Brown (CRD# 3265510) 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.
Douglas Brown (CRD# 4751412) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK and has over 20 years of experience in the finance industry. Douglas 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.