Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
6 years
Location
Lindsay, OK 73052
Edward Jones
Institution
Elizabeth Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at R.D. Williams & Company for four years. Outside of her advisory role, she is Vice-President of Ward Field & Land Services LLC, an oil and gas working interests company based in Ardmore, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports its services with a nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Lindsay, OK
104 South Main Street, Suite B
Lindsay OK 73052
Advisors at this office
1
Oklahoma · Texas
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
R.D. Williams & Company
2016 - 2020 • 4 years
Ardmore, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Lindsay, OK
Level Four Advisory Services
Todd Parker is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Level Four Advisory Services since 2021 and is also associated with Level Four Financial, LLC since 2015. Outside of advisory work, he is involved in guided hunts with Oklahoma Game Birds LLC and is a member of Flexwork, LLC, a local fitness center. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and more than 13,800 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, third-party manager referrals, and retirement plan advisory services.
Series 63, Series 66
Purcell, OK
Fidelity
Caleb Winslow is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2016. Outside of his advisory role, Winslow owns and supervises real estate investing ventures in Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets across a broad range of investment vehicles.
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