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Christine Archer

Advisor at LPL Financial

Updated today

Location

Muskogee, OK 74401

Credentials

Series 63, Series 65

Industry experience

37 years

About

Christine Archer is a financial advisor with LPL Financial in Muskogee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at LPL Financial since 2010 and concurrently at First National Bank of Muskogee since 2004. Outside of her advisory role, she is also a licensed real estate sales associate with the GRI designation. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

510 N Main Street

Muskogee, OK 74401

Most active in

Oklahoma · Texas

Work history

LPL FINANCIAL

2010 - Present (16 years)

First National Bank of Muskogee

2004 - Present (22 years)

FITE-REYNOLDS Real Estate

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John J

Series 63, Series 66

Muskogee, OK

OSAIC Institutions, INC.

John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Series 63, Series 65

Ft Gibson, OK

Eagle Strategies (NY Life)

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2012. Outside of his advisory role, he is the owner of Shirey Financial Group, a financial services business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Timothy C

CFP®, Series 63

Muskogee, OK

Cetera

Timothy Cramer is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His career includes roles at multiple Cetera entities and tax and accounting services through Cross Timbers CPAs PLLC. Outside of financial advising, he is involved in property management and tax services through his ownership of CT Property Connections LLC and Remarc Realty LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with various investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kelcie E

Series 66

Muskogee, OK

Edward Jones

Kelcie Eaton is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Bank of Eufaula for eight years and ONEOK Inc. for six years. Outside of her advisory role, she owns a residential rental property in Muskogee, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm is noted for its extensive nationwide network of advisors and branches, as well as its integrated services including tax-efficient strategies and trust capabilities.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Intergenerational Families
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Jeffrey W

Series 66

Fort Gibson, OK

Edward Jones

Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua C

Series 66

Muskogee, OK

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Joshua Cotten is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James, he worked at Edward Jones and LPL Financial. Outside of his advisory role, Cotten owns and manages a cattle ranch in Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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