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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
Childs Kelly (CRD# 2440649) is an Investment Advisor Representative working at Spur Capital Partners in Bartlesville, OK and has over 30 years of experience in the finance industry.
Aaron Kvistero (CRD# 4673435) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 20 years of experience in the finance industry.
John Lamb (CRD# 2548636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bartlesville, OK and has over 29 years of experience in the finance industry.
Marshea Lewis (CRD# 6527387) is an Investment Advisor Representative working at Bok Financial Advisors in Bartlesville, OK and has over 6 years of experience in the finance industry.
Ashly McDaniel (CRD# 4081721) is an Investment Advisor Representative working at Edward Jones in Caney, KS and has over 9 years of experience in the finance industry.
Douglas McIver (CRD# 4930588) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bartlesville, OK and has over 15 years of experience in the finance industry.
Brian Melchiori (CRD# 5960803) is an Investment Advisor Representative working at Edward Jones in Coffeyville, KS and has over 12 years of experience in the finance industry.
Emily Melchiori (CRD# 2175379) is an Investment Advisor Representative working at Edward Jones in Coffeyville, KS and has over 23 years of experience in the finance industry.
Robert Miller (CRD# 1048650) is an Investment Advisor Representative working at Edward Jones in Independence, KS and has over 41 years of experience in the finance industry. Robert Miller 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.
Patrick Moore (CRD# 5756258) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bartlesville, OK and has over 14 years of experience in the finance industry.