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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
Deborah Mueggenborg (CRD# 4473013) is an Investment Advisor Representative working at Archambo Financial Advisors, Inc. in Bartlesville, OK and has over 21 years of experience in the finance industry.
David Nelson (CRD# 5576944) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 15 years of experience in the finance industry. David Nelson 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.
Lucas Nettles (CRD# 7036336) is an Investment Advisor Representative working at Revo Financial, LLC in Bartlesville, OK and has over 5 years of experience in the finance industry. Lucas Nettles 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.
Jennifer Palmer (CRD# 4166084) is an Investment Advisor Representative working at Edward Jones in Coffeyville, KS and has over 19 years of experience in the finance industry.
Caitlin Parr (CRD# 6617730) is an Investment Advisor Representative working at Edward Jones in Bartlesville, OK and has over 6 years of experience in the finance industry.
Garret Parr (CRD# 6480744) is an Investment Advisor Representative working at Edward Jones in Bartlesville, OK and has over 7 years of experience in the finance industry.
Joshua Randolph (CRD# 2930713) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 26 years of experience in the finance industry. Joshua Randolph 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.
Sonya Reed (CRD# 4974127) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 18 years of experience in the finance industry.
Heather Robison (CRD# 5186077) 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. Heather Robison 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.
Douglas Rodgers (CRD# 2167562) is an Investment Advisor Representative working at Commonwealth Financial Network in Bartlesville, OK and has over 27 years of experience in the finance industry.