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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
Christopher Beard (CRD# 2471505) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 29 years of experience in the finance industry.
Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 17 years of experience in the finance industry.
David Bernstein (CRD# 4968987) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Alisonn Best (CRD# 5530195) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 13 years of experience in the finance industry. Alisonn Best 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.
Jared Best (CRD# 4374128) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.
Lynn Bilodeau (CRD# 4499122) is an Investment Advisor Representative working at The Wealth Consulting Group in Edmond, OK and has over 15 years of experience in the finance industry.
Steven Blair (CRD# 4014674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.
James Boaz (CRD# 2557845) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 29 years of experience in the finance industry.
Jolie Boke (CRD# 5251040) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Edmond, OK and has over 16 years of experience in the finance industry.
Allan Booher (CRD# 1986884) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Edmond, OK and has over 34 years of experience in the finance industry. Allan Booher 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.