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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
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.
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.
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.
Kevin Clark (CRD# 5911160) is an Investment Advisor Representative working at Edward Jones in Stillwater, OK and has over 13 years of experience in the finance industry.
Douglas Claycomb (CRD# 4751115) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 20 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.
Michelle Coble (CRD# 5135075) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry.
John Coburn (CRD# 2194859) is an Investment Advisor Representative working at Equitable Advisors, LLC in Oklahoma City, OK and has over 32 years of experience in the finance industry.