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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
John Dotson (CRD# 6073984) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 11 years of experience in the finance industry.
Larry Ellis (CRD# 6179007) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Edmond, OK and has over 10 years of experience in the finance industry.
Johnny Emerson (CRD# 1076825) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Edmond, OK and has over 39 years of experience in the finance industry.
Rickey Ezell (CRD# 5343756) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 16 years of experience in the finance industry.
David Ferrell (CRD# 2446997) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 30 years of experience in the finance industry. David Ferrell 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.
Tyler Finch (CRD# 6567284) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Edmond, OK and has over 8 years of experience in the finance industry.
Gary Gayden (CRD# 1690039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edmond, OK and has over 36 years of experience in the finance industry.
Casey Green (CRD# 6868130) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has over 6 years of experience in the finance industry.
Mitchell Green (CRD# 6486734) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 8 years of experience in the finance industry.
Peter Gregory (CRD# 708084) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 43 years of experience in the finance industry. Peter Gregory 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.