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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
Lynne Carlson (CRD# 4995200) is an Investment Advisor Representative working at Primerica Advisors in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Jesse Carlucci (CRD# 7053639) is an Investment Advisor Representative working at Arrow Investment Management LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry. Jesse Carlucci 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.
Kurt Carter (CRD# 2940434) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Shaena Carter (CRD# 3251196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Shannon Carter (CRD# 5345182) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry. Shannon Carter 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.
David Chaney (CRD# 1906333) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Oklahoma City, OK and has over 35 years of experience in the finance industry.
James Chiconas (CRD# 2803310) is an Investment Advisor Representative working at Equitable Advisors, LLC in Edmond, OK and has over 27 years of experience in the finance industry.
Adam Christensen (CRD# 6341734) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.
David Clark (CRD# 2219822) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 32 years of experience in the finance industry.
Randall Cloud (CRD# 2204145) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 32 years of experience in the finance industry.