Distance Metro area (25 miles)
- 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
Michael Fox (CRD# 3257844) is an Investment Advisor Representative working at Lpl Financial LLC in Yukon, OK and has over 18 years of experience in the finance industry. Michael Fox 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.
Jerry Plant (CRD# 2171509) is an Investment Advisor Representative working at Mark I Asset Management, Ltd in Oklahoma City, OK and has over 25 years of experience in the finance industry. Jerry Plant has taken additional exams to become a Chartered Financial Analyst (CFA). He is also a CPA with about 30 years experience in the practice of public accounting reaching the level of audit partner with Arthur Young & Co (now EY).