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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
Dillon Lambert (CRD# 6796567) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Ardmore, OK and has over 6 years of experience in the finance industry.
Robert Lockard (CRD# 1955182) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, OK and has over 34 years of experience in the finance industry.
Joe McAdams (CRD# 3142894) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ardmore, OK and has over 25 years of experience in the finance industry.
James Millsap (CRD# 3064055) is an Investment Advisor Representative working at Edward Jones in Ada, OK and has over 25 years of experience in the finance industry.
Angela Morales (CRD# 6494312) is an Investment Advisor Representative working at Edward Jones in Ardmore, OK and has over 8 years of experience in the finance industry.
Mark Riesen (CRD# 1988071) is an Investment Advisor Representative working at Edward Jones in Ardmore, OK and has over 34 years of experience in the finance industry.
Cheryl Ross (CRD# 6377063) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ada, OK and has over 7 years of experience in the finance industry.
Edward Schneider (CRD# 4974148) is an Investment Advisor Representative working at Edward Jones in Ardmore, OK and has over 18 years of experience in the finance industry.
Brooke Tidwell (CRD# 7043565) is an Investment Advisor Representative working at Edward Jones in Ada, OK and has over 5 years of experience in the finance industry.
Trent Tidwell (CRD# 6574986) is an Investment Advisor Representative working at Edward Jones in Ada, OK and has over 8 years of experience in the finance industry.