-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Cameron Bertelli (CRD# 6493921) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 4 years of experience in the finance industry.
Carrie Bertrand (CRD# 4953514) is an Investment Advisor Representative working at Bertrand Investment Strategies, LLC in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Harry Bertrand (CRD# 2046252) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 25 years of experience in the finance industry.
G. Biggs (CRD# 4027131) is an Investment Advisor Representative working at Perissos Private Wealth Management in Bethany, 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.
Craig Blake (CRD# 4869315) is an Investment Advisor Representative working at Level Four Advisory Services in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Jamie Blakley (CRD# 2844155) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mustang, OK and has over 24 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 10 years of experience in the finance industry.
Brenda Bolander (CRD# 6146869) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 11 years of experience in the finance industry. Brenda Bolander 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.