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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
Daniel Bickerstaff (CRD# 4477232) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tulsa, OK and has over 22 years of experience in the finance industry. Daniel Bickerstaff 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.
Brandon Biles (CRD# 6800602) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 6 years of experience in the finance industry. Brandon Biles 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.
D Bishop (CRD# 4526655) is an Investment Advisor Representative working at Northpoint Wealth Financial Services, LLC in Tulsa, OK and has over 21 years of experience in the finance industry.
Tammy Blair (CRD# 1832520) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 35 years of experience in the finance industry.
Keith Bohannon (CRD# 5742159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 14 years of experience in the finance industry.
Anne Boozer (CRD# 1337347) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 39 years of experience in the finance industry.
Thomas Bowen (CRD# 2129648) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tulsa, OK and has over 33 years of experience in the finance industry. Thomas Bowen 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.
Andrew Boyd (CRD# 5617951) is an Investment Advisor Representative working at Gibraltar Capital Management, Inc. in Tulsa, OK and has over 12 years of experience in the finance industry.
Aimee Boyer (CRD# 5920311) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 12 years of experience in the finance industry. Aimee Boyer 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.
Gregory Braun (CRD# 2378241) is an Investment Advisor Representative working at Avantax Advisory Services in Broken Arrow, OK and has over 30 years of experience in the finance industry. Gregory Braun 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.