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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
Charles Craig (CRD# 5862756) is an Investment Advisor Representative working at C.e.c. Wealth Management in Tulsa, OK and has over 13 years of experience in the finance industry. Charles Craig 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.
Timothy Cramer (CRD# 3002863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tulsa, OK and has over 10 years of experience in the finance industry. Timothy Cramer 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.
Kirby Croisant (CRD# 1910673) is an Investment Advisor Representative working at Avantax Advisory Services in Tulsa, OK and has over 31 years of experience in the finance industry.
Benjamin Culver (CRD# 4495249) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 22 years of experience in the finance industry.
Jennifer Cummings (CRD# 4150642) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 23 years of experience in the finance industry.
Ann Dagg (CRD# 4519312) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 21 years of experience in the finance industry.
Luke Dalton (CRD# 6493480) is an Investment Advisor Representative working at Gwn Securities Inc. in Owasso, OK and has over 5 years of experience in the finance industry. Luke Dalton 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.
James Daugherty (CRD# 5842706) is an Investment Advisor Representative working at Edward Jones in Tulsa, OK and has over 13 years of experience in the finance industry.
Dennis Davis (CRD# 2650057) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tulsa, OK and has over 28 years of experience in the finance industry. Dennis Davis 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.
Donnie Davis (CRD# 4879835) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.