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Distance Only Edmond, OK
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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
Michael Maggio (CRD# 7340018) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC 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.
Chad Mikles (CRD# 7806705) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has 1 year 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.
Micah Ogden (CRD# 7534867) is an Investment Advisor Representative working at Blessed Financial Investments, LLC in Edmond, OK and has over 2 years of experience in the finance industry.
Lance Polk (CRD# 6617337) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Edmond, OK and has over 8 years of experience in the finance industry.
Sanford Prager (CRD# 2026615) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 21 years of experience in the finance industry.
Brandon Rainbolt (CRD# 6509656) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has over 4 years of experience in the finance industry.