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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
Paul Sophy (CRD# 4517824) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 14 years of experience in the finance industry.
Roy Ames (CRD# 5634084) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 8 years of experience in the finance industry. Roy Ames 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.
Lincoln Anderson (CRD# 2310411) is an Investment Advisor Representative working at Edward Jones in Tulsa, OK and has over 21 years of experience in the finance industry.
Stephen August (CRD# 1097656) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 22 years of experience in the finance industry.
Brian Bailey (CRD# 1896978) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tulsa, OK and has over 29 years of experience in the finance industry.
Scott Blackwell (CRD# 1501580) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tulsa, OK and has over 31 years of experience in the finance industry. Scott Blackwell 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 Brown (CRD# 1534795) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 31 years of experience in the finance industry. James Brown 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.
Mindy Brown (CRD# 4900405) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tulsa, OK and has over 12 years of experience in the finance industry. Mindy Brown 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.
Robert Brown (CRD# 4600415) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tulsa, OK and has over 14 years of experience in the finance industry. Robert Brown 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.
Michaelene Butler (CRD# 1149897) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Tulsa, OK and has over 33 years of experience in the finance industry.