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Distance Only Oklahoma City, OK
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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
James Bailey (CRD# 2726041) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry. James Bailey 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.
Logan Bailey (CRD# 6494697) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 8 years of experience in the finance industry.
James Baird (CRD# 2701356) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oklahoma City, OK and has over 28 years of experience in the finance industry.
Steven Bajema (CRD# 5172154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.
Richard Baker (CRD# 1852772) is an Investment Advisor Representative working at Primerica Advisors in Oklahoma City, OK and has over 35 years of experience in the finance industry.
Steven Balaban (CRD# 1139717) is an Investment Advisor Representative working at Hilltop Securities Inc. in Oklahoma City, OK and has over 40 years of experience in the finance industry.
Andrew Barnes (CRD# 6372801) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 8 years of experience in the finance industry.
Jeffrey Baty (CRD# 4130613) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Mary Bauer (CRD# 4623183) is an Investment Advisor Representative working at Edward Jones in Oklahoma City, OK and has over 21 years of experience in the finance industry.
Gregory Baum (CRD# 6878908) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.