Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Independent Financial Partners
Top advisor by experience at Independent Financial Partners
CFACFP®Fiduciary
Raymond James & Associates
44yrs
Douglas SettleFinancial advisor
3121 Quail Springs Parkway Suite 110
Oklahoma City, OK 73134
Top 1% by experience nationwide
CFAFiduciary
Merit Advisors
Top 2% by experience nationwide
CFAFiduciary
Lexaurum Advisors
41yrs
Don SpicerFinancial advisor
3333 NW 63rd St, Suite 108
Oklahoma City, OK 73116
Top 3% by experience nationwide
CFACFP®Fiduciary
The Baker Group
38yrs
Philip StensethFinancial advisor
1601 NW Expressway 21st Floor
Oklahoma City, OK 73118
Top 6% by experience nationwide
CFAFiduciary
KRB and Associates
38yrs
Kenneth BrownFinancial advisor
1200 NW 63rd
Oklahoma City, OK 73116
Top 6% by experience nationwide
CFA
Corient
35yrs
Keith GoddardFinancial advisor
2222 S. Utica Place Suite 300
Tulsa, OK 74114
Top 6% by experience at Corient
CFAFiduciary
TOM Johnson Investment Management
35yrs
Richard ParryFinancial advisor
204 N. Robinson Ave Suite 2900
Oklahoma City, OK 73102
Top advisor by experience at TOM Johnson Investment Management
CFAFiduciary
Inspire Investing
Top advisor by experience at Inspire Investing
CFACFP®Fiduciary
Gibraltar Capital Management
32yrs
James RedmanFinancial advisor
7304 S. Yale Avenue
Tulsa, OK 74136
Top advisor by experience at Gibraltar Capital Management
CFA
Corient
31yrs
Steven SorannoFinancial advisor
2222 South Utica Place Suite 100
Tulsa, OK 74104
Top 11% by experience at Corient
CFAFiduciary
TOM Johnson Investment Management
31yrs
Douglas HawsFinancial advisor
201 Robert S. Kerr Ave, Suite 510
Oklahoma City, OK 73102
Top 15% by experience nationwide
CFAFiduciary
Jm2 Capital
Top 15% by experience nationwide
CFAFiduciary
Ameritrust Investment Advisors
30yrs
Ronald DuganFinancial advisor
4506 S Harvard Ave
Tulsa, OK 74135
Top advisor by experience at Ameritrust Investment Advisors
CFAFiduciary
Gibraltar Capital Management
30yrs
McCrary LoweFinancial advisor
7304 S. Yale Avenue
Tulsa, OK 74136
Top 11% by experience at Gibraltar Capital Management
CFA
DBA Upal OR United Professionals Assoc.
Top 17% by experience nationwide
CFAFiduciary
Orleans Capital Management
29yrs
Robert StraussFinancial advisor
621 N. Robinson Ave Suite 100
Oklahoma City, OK 73012
Top advisor by experience at Orleans Capital Management
CFAFiduciary
Wealth Enhancement Advisory Services
28yrs
Eric NelsonFinancial advisor
1000 W Wilshire Blvd Suite 315
Oklahoma City, OK 73116
Top 21% by experience at Wealth Enhancement Advisory Services
CFAFiduciary
Council Oak Wealth Advisors
28yrs
Nathan LovelleFinancial advisor
8801 S. Yale Avenue Suite 420
Tulsa, OK 74137
Top 21% by experience nationwide
CFAFiduciary
Cimarron Capital Associates II
27yrs
Adrian OceguedaFinancial advisor
4045 N.W. 64th Street, Suite 405
Oklahoma City, OK 73116
Top 23% by experience nationwide
CFAFiduciary
Merit Advisors
23yrs
Gary FraleyFinancial advisor
121 NE 50th Street
Oklahoma City, OK 73105
More experience than 68% of advisors nationwide
CFAFiduciary
TOM Johnson Investment Management
23yrs
Cory RobinsonFinancial advisor
201 Robert S. Kerr Ave, Suite 510
Oklahoma City, OK 73102
More experience than 67% of advisors nationwide
Mariner
18yrs
Bradley RollinsFinancial advisor
4200 E. Skelly Drive Suite 950
Tulsa, OK 74135
More experience than 69% of advisors at Mariner
CFAFiduciary
Meliora Capital
18yrs
John SzafranskiFinancial advisor
5314 S. Yale Ave. Suite 200
Tulsa, OK 74135
More experience than 56% of advisors in Oklahoma
CFAFiduciaryFee-only firm