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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
Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 17 years of experience in the finance industry.
David Bernstein (CRD# 4968987) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Tommy Berry (CRD# 2596901) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oklahoma City, OK and has over 28 years of experience in the finance industry. Tommy Berry 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.
Alisonn Best (CRD# 5530195) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 13 years of experience in the finance industry. Alisonn Best 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.
Jared Best (CRD# 4374128) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.
G. Biggs (CRD# 4027131) is an Investment Advisor Representative working at Perissos Private Wealth Management in Oklahoma City, OK and has over 24 years of experience in the finance industry.
James Billingsley (CRD# 1190831) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 40 years of experience in the finance industry.
Steven Blair (CRD# 4014674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.
James Boaz (CRD# 2557845) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 29 years of experience in the finance industry.
Daniel Boeckman (CRD# 5601269) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oklahoma City, OK and has over 9 years of experience in the finance industry.