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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
Shari Campbell (CRD# 6451536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 6 years of experience in the finance industry.
Eric Cannon (CRD# 3232489) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.
Marsha Cantrell (CRD# 4386906) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Broken Arrow, OK and has over 21 years of experience in the finance industry.
Vallie Carney (CRD# 1022345) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 42 years of experience in the finance industry.
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.
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.