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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
Roger Gaddis (CRD# 1635364) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 37 years of experience in the finance industry. Roger Gaddis 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.
Derek Hines (CRD# 6454838) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 8 years of experience in the finance industry.
David Key (CRD# 4894502) is an Investment Advisor Representative working at Lpl Financial LLC in Durant, OK and has over 19 years of experience in the finance industry.
Dillon Lambert (CRD# 6796567) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Ardmore, OK and has over 6 years of experience in the finance industry.
Robert Lockard (CRD# 1955182) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, OK and has over 34 years of experience in the finance industry.
Joe McAdams (CRD# 3142894) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ardmore, OK and has over 25 years of experience in the finance industry.
Angela Morales (CRD# 6494312) is an Investment Advisor Representative working at Edward Jones in Ardmore, OK and has over 8 years of experience in the finance industry.
James Oldham (CRD# 1263492) is an Investment Advisor Representative working at Primerica Advisors in Denison, TX and has over 39 years of experience in the finance industry.
Dave Reed (CRD# 4897434) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 19 years of experience in the finance industry.
Ryan Richardson (CRD# 6162389) is an Investment Advisor Representative working at Edward Jones in Durant, OK and has over 11 years of experience in the finance industry.