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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
James Leonard (CRD# 5629534) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 14 years of experience in the finance industry.
Bradley Lester (CRD# 2861828) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Norman, OK and has over 27 years of experience in the finance industry. Bradley Lester 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.
Natalie Lim-Taylor (CRD# 6783575) is an Investment Advisor Representative working at Lpl Financial LLC in Norman, OK and has over 6 years of experience in the finance industry.
Corneluis Mathews (CRD# 6875451) is an Investment Advisor Representative working at Uisonet in Moore, OK and has over 6 years of experience in the finance industry.
Tracy McCary (CRD# 2025479) is an Investment Advisor Representative working at Trac Advisor Group, Inc. in Norman, OK and has over 34 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.
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.
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.
Michael Merrill (CRD# 4835782) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norman, OK and has over 19 years of experience in the finance industry. Michael Merrill 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.
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.