-
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
Steven Bowlds (CRD# 4250919) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Sand Springs, OK and has over 23 years of experience in the finance industry.
Derek Ebert (CRD# 5892516) is an Investment Advisor Representative working at Bok Financial Advisors in Sand Springs, OK and has over 12 years of experience in the finance industry.
Kimberly Kupka-Coon (CRD# 6263339) is an Investment Advisor Representative working at Edward Jones in Sand Springs, OK and has over 10 years of experience in the finance industry.
Lance Lively (CRD# 4848076) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sand Springs, OK and has over 19 years of experience in the finance industry.
Frank Mamola (CRD# 6122175) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sand Springs, OK and has over 11 years of experience in the finance industry.
Brenda O'rourke (CRD# 6975404) is an Investment Advisor Representative working at Edward Jones in Sand Springs, OK and has over 5 years of experience in the finance industry.
Michael Casselman (CRD# 7747384) is an Investment Advisor Representative working at Edward Jones in Sand Springs, OK and has 1 year of experience in the finance industry.
Daniel King (CRD# 7312281) is an Investment Advisor Representative working at Edward Jones in Sand Springs, OK and has over 3 years of experience in the finance industry.
Eric Burkholder (CRD# 6013679) is the founder and a Senior Advisor working at Burkholder Wealth Management in Tulsa, OK and has over 9 years of experience in the finance industry. He holds the CFA designation which is considered the gold standard in the investment industry.
Tyler Gray (CRD# 6163683) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 10 years of experience in the finance industry. Tyler Gray 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 putclients' interests first and comply with the Financial Planning Practice Standards.