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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 Phillip Carr (CRD# 5952691) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tulsa, OK and has over 12 years of experience in the finance industry. James Phillip Carr 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.
Milford Carter (CRD# 6589110) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tulsa, OK and has over 8 years of experience in the finance industry.
Richard Castleberry (CRD# 1300905) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 39 years of experience in the finance industry.
Stephanie Chappell Morgan (CRD# 5733569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 8 years of experience in the finance industry.
Terry Chase (CRD# 1999566) is an Investment Advisor Representative working at Edward Jones in Claremore, OK and has over 34 years of experience in the finance industry.
Jonathan Christensen (CRD# 4984303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 18 years of experience in the finance industry.
Charles Clark (CRD# 4372102) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.
Grant Clary (CRD# 6409727) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.
Andrea Clem (CRD# 5164830) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tulsa, OK and has over 7 years of experience in the finance industry.
Robert Clemens (CRD# 1031166) is an Investment Advisor Representative working at Financial Destiny LLC in Tulsa, OK and has over 40 years of experience in the finance industry.