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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
Tarsha House (CRD# 7640105) is an Investment Advisor Representative working at Triunity Financial Planning, LLC in Edmond, OK and has over 3 years of experience in the finance industry.
Angela Hundt (CRD# 6974318) is an Investment Advisor Representative working at Elevation Wealth Partners, LLC in Edmond, OK and has over 5 years of experience in the finance industry.
Jared Kiefer (CRD# 6832850) is an Investment Advisor Representative working at Equitable Advisors, LLC in Edmond, OK and has 1 year of experience in the finance industry.
Connor Kurtz (CRD# 6201696) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Edmond, OK and has over 2 years of experience in the finance industry.
Benjamin Lindsly (CRD# 7694719) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has 1 year of experience in the finance industry.
Jordan Long (CRD# 6392376) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 3 years of experience in the finance industry.
Julie Mahanay (CRD# 5434412) is an Investment Advisor Representative working at Bok Financial Advisors in Edmond, OK and has over 16 years of experience in the finance industry.
Casey Morford (CRD# 7799515) is an Investment Advisor Representative working at Jm2 Capital Inc. in Edmond, OK and has 1 year of experience in the finance industry. Casey Morford 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.
Timothy Nelson (CRD# 7139287) is an Investment Advisor Representative working at Merit Financial Advisors in Edmond, OK and has over 4 years of experience in the finance industry.
Ann Newman (CRD# 7165568) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has 1 year of experience in the finance industry.