-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Richard Streeter (CRD# 1072391) is an Investment Advisor Representative working at Prudential Financial Planning Services in Claremore, OK and has over 41 years of experience in the finance industry.
Kendra Thompson (CRD# 6368026) is an Investment Advisor Representative working at Edward Jones in Claremore, OK and has over 9 years of experience in the finance industry.
Corey Baney (CRD# 7643791) is an Investment Advisor Representative working at Edward Jones in Claremore, OK and has 1 year of experience in the finance industry.
Jeffrey Burger (CRD# 7195647) is an Investment Advisor Representative working at Edward Jones in Claremore, OK and has over 4 years of experience in the finance industry.
Grant Gingerich (CRD# 6217795) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Claremore, OK and has over 10 years of experience in the finance industry.
David Merriman (CRD# 2991421) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Claremore, OK and has over 25 years of experience in the finance industry.
Jeylyn Sharpe (CRD# 7351647) is an Investment Advisor Representative working at Edward Jones in Claremore, OK and has over 2 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.
Kristin Afelumo (CRD# 6250526) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 9 years of experience in the finance industry.