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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
David Bott (CRD# 4085151) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 24 years of experience in the finance industry.
William Bowers (CRD# 6341157) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.
Joseph Bowie (CRD# 1808893) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 36 years of experience in the finance industry. Joseph Bowie 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.
Matt Branstetter (CRD# 2169050) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 32 years of experience in the finance industry.
Kenneth Brown (CRD# 1836370) is an Investment Advisor Representative working at Krb And Associates, Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry.
Stephen Brown (CRD# 6331750) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.
Troy Brown (CRD# 2262142) is an Investment Advisor Representative working at Edward Jones in Oklahoma City, OK and has over 30 years of experience in the finance industry.
James Browning (CRD# 3013261) is an Investment Advisor Representative working at Edward Jones in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Kristan Bruhn (CRD# 5308787) is an Investment Advisor Representative working at L & M Wealth Management And Retirement Solutions, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.
Daniel Bruner (CRD# 6497331) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 8 years of experience in the finance industry.