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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
Tammy Blair (CRD# 1832520) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 35 years of experience in the finance industry.
Keith Bohannon (CRD# 5742159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 14 years of experience in the finance industry.
Allan Booher (CRD# 1986884) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Owasso, OK and has over 34 years of experience in the finance industry. Allan Booher 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.
Anne Boozer (CRD# 1337347) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 39 years of experience in the finance industry.
Thomas Bowen (CRD# 2129648) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tulsa, OK and has over 33 years of experience in the finance industry. Thomas Bowen 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.
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 43 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.
Gregory Braun (CRD# 2378241) is an Investment Advisor Representative working at Avantax Advisory Services in Broken Arrow, OK and has over 30 years of experience in the finance industry. Gregory Braun 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 35 years of experience in the finance industry.