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CFA charterholders in Oklahoma

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

49 advisors

Independent Financial Partners
46yrs
Peter Gregory
Financial advisor
869 East 33rd St
Edmond, OK 73013
Top advisor by experience at Independent Financial Partners
CFACFP®Fiduciary
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Raymond James & Associates
44yrs
Douglas Settle
Financial advisor
3121 Quail Springs Parkway Suite 110
Oklahoma City, OK 73134
Top 1% by experience nationwide
CFAFiduciary
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Merit Advisors
42yrs
Donald Dillingham
Financial advisor
121 NE 50th Street
Oklahoma City, OK 73105
Top 2% by experience nationwide
CFAFiduciary
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Lexaurum Advisors
41yrs
Don Spicer
Financial advisor
3333 NW 63rd St, Suite 108
Oklahoma City, OK 73116
Top 3% by experience nationwide
CFACFP®Fiduciary
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The Baker Group
38yrs
Philip Stenseth
Financial advisor
1601 NW Expressway 21st Floor
Oklahoma City, OK 73118
Top 6% by experience nationwide
CFAFiduciary
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KRB and Associates
38yrs
Kenneth Brown
Financial advisor
1200 NW 63rd
Oklahoma City, OK 73116
Top 6% by experience nationwide
CFA
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Corient
35yrs
Keith Goddard
Financial advisor
2222 S. Utica Place Suite 300
Tulsa, OK 74114
Top 6% by experience at Corient
CFAFiduciary
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TOM Johnson Investment Management
35yrs
Richard Parry
Financial advisor
204 N. Robinson Ave Suite 2900
Oklahoma City, OK 73102
Top advisor by experience at TOM Johnson Investment Management
CFAFiduciary
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Inspire Investing
33yrs
Darrell Jayroe
Financial advisor
Tulsa, OK
Top advisor by experience at Inspire Investing
CFACFP®Fiduciary
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Gibraltar Capital Management
32yrs
James Redman
Financial advisor
7304 S. Yale Avenue
Tulsa, OK 74136
Top advisor by experience at Gibraltar Capital Management
CFA
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Corient
31yrs
Steven Soranno
Financial advisor
2222 South Utica Place Suite 100
Tulsa, OK 74104
Top 11% by experience at Corient
CFAFiduciary
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TOM Johnson Investment Management
31yrs
Douglas Haws
Financial advisor
201 Robert S. Kerr Ave, Suite 510
Oklahoma City, OK 73102
Top 15% by experience nationwide
CFAFiduciary
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Jm2 Capital
31yrs
Cameron Turner
Financial advisor
16340 Muirfield Place
Edmond, OK 73013
Top 15% by experience nationwide
CFAFiduciary
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Ameritrust Investment Advisors
30yrs
Ronald Dugan
Financial advisor
4506 S Harvard Ave
Tulsa, OK 74135
Top advisor by experience at Ameritrust Investment Advisors
CFAFiduciary
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Gibraltar Capital Management
30yrs
McCrary Lowe
Financial advisor
7304 S. Yale Avenue
Tulsa, OK 74136
Top 11% by experience at Gibraltar Capital Management
CFA
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DBA Upal OR United Professionals Assoc.
30yrs
Lincoln Anderson
Financial advisor
6840 South Trenton Avenue
Tulsa, OK 74136
Top 17% by experience nationwide
CFAFiduciary
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Orleans Capital Management
29yrs
Robert Strauss
Financial advisor
621 N. Robinson Ave Suite 100
Oklahoma City, OK 73012
Top advisor by experience at Orleans Capital Management
CFAFiduciary
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Wealth Enhancement Advisory Services
28yrs
Eric Nelson
Financial advisor
1000 W Wilshire Blvd Suite 315
Oklahoma City, OK 73116
Top 21% by experience at Wealth Enhancement Advisory Services
CFAFiduciary
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Council Oak Wealth Advisors
28yrs
Nathan Lovelle
Financial advisor
8801 S. Yale Avenue Suite 420
Tulsa, OK 74137
Top 21% by experience nationwide
CFAFiduciary
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Cimarron Capital Associates II
27yrs
Adrian Ocegueda
Financial advisor
4045 N.W. 64th Street, Suite 405
Oklahoma City, OK 73116
Top 23% by experience nationwide
CFAFiduciary
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Merit Advisors
23yrs
Gary Fraley
Financial advisor
121 NE 50th Street
Oklahoma City, OK 73105
More experience than 68% of advisors nationwide
CFAFiduciary
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TOM Johnson Investment Management
23yrs
Cory Robinson
Financial advisor
201 Robert S. Kerr Ave, Suite 510
Oklahoma City, OK 73102
More experience than 67% of advisors nationwide
CFAPlanningInvesting
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Mariner
18yrs
Bradley Rollins
Financial advisor
4200 E. Skelly Drive Suite 950
Tulsa, OK 74135
More experience than 69% of advisors at Mariner
CFAFiduciary
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Meliora Capital
18yrs
John Szafranski
Financial advisor
5314 S. Yale Ave. Suite 200
Tulsa, OK 74135
More experience than 56% of advisors in Oklahoma
CFAFiduciaryFee-only firm
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