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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
Jeff McDonald (CRD# 6341153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 9 years of experience in the finance industry.
Ryan McDonald (CRD# 5629505) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 17 years of experience in the finance industry.
Rebecca McGee (CRD# 4985121) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry.
Christopher McGill (CRD# 5773430) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oklahoma City, OK and has over 14 years of experience in the finance industry.
Michael McIlvoy (CRD# 6393290) is an Investment Advisor Representative working at Edward Jones in Midwest City, OK and has over 9 years of experience in the finance industry.
Jeffrey McLoud (CRD# 5663994) is an Investment Advisor Representative working at Mcloud Advisory Services LLC in Shawnee, OK and has over 14 years of experience in the finance industry.
Erica McMahan (CRD# 5587646) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 14 years of experience in the finance industry.
Laurie Meese (CRD# 6351488) is an Investment Advisor Representative working at Edward Jones in Norman, OK and has over 9 years of experience in the finance industry.
Luke Milholland (CRD# 5478288) is an Investment Advisor Representative working at Vault Wealth in Norman, OK and has over 15 years of experience in the finance industry. Luke Milholland 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.
Amy Million (CRD# 4760305) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Norman, OK and has over 19 years of experience in the finance industry.