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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
Curtis Leich (CRD# 5834458) is an Investment Advisor Representative working at Edward Jones in Perry, OK and has over 13 years of experience in the finance industry.
Douglas Morris (CRD# 4274641) is an Investment Advisor Representative working at Merit Financial Advisors in Perry, OK and has over 23 years of experience in the finance industry. Douglas Morris 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.
Garrett Morris (CRD# 5818378) is an Investment Advisor Representative working at Merit Financial Advisors in Perry, OK and has 1 year of experience in the finance industry.
Patricia Ardern (CRD# 5534131) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stillwater, OK and has over 15 years of experience in the finance industry.
Kevin Bell (CRD# 6456926) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 8 years of experience in the finance industry.
Melinda Bell (CRD# 5166654) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 13 years of experience in the finance industry.
Brett Benge (CRD# 5806676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stillwater, OK and has over 6 years of experience in the finance industry.
Bob Bollinger (CRD# 1266819) is an Investment Advisor Representative working at Lpl Financial LLC in Stillwater, OK and has over 39 years of experience in the finance industry. Bob Bollinger 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.
Charles Campbell (CRD# 2814468) is an Investment Advisor Representative working at Lpl Financial LLC in Stillwater, OK and has over 27 years of experience in the finance industry.
Kevin Clark (CRD# 5911160) is an Investment Advisor Representative working at Edward Jones in Stillwater, OK and has over 13 years of experience in the finance industry.