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
Series 63, Series 66
Experience Industry experience
25 years
Location
Sallisaw, OK 74955
LPL Financial
Institution
Marley Abell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at LPL Financial and First National Bank since 2008, and previously at Edward Jones for one year. Abell is involved in Bag the Buck LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad scope of non-advisory financial services.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Sallisaw, OK
1720 E Cherokee
Sallisaw OK 74955
Advisors at this office
1
Arkansas · Oklahoma · Texas
25 years of industry experience
FIRST NATIONAL BANK
2008 - Present • 18 years
Sallisaw, OK
LPL Financial
2008 - Present • 18 years
Sallisaw, OK
Edward Jones
2007 - 2008 • 1 year
Sallisaw, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 63, Series 66
Roland, OK
Empower Advisory Group
Helen Gordon is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. She has 11 years of industry experience, including roles at TIAA and Charles Schwab. Outside of financial advising, she has been involved with USANA Health Sciences since 2006. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Series 66
Sallisaw, OK
Edward Jones
Peyton Orrick is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Orrick worked at Farmer's Cooperative and held various roles including at Arkansas Tech University and CV's Family Foods. Orrick holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.
Series 66
Sallisaw, OK
Edward Jones
Kimberly Young is a Series 66-licensed financial advisor with Edward Jones in Sallisaw, Oklahoma, where she has worked since 2014. She has 12 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds, supported by a large nationwide network of advisors and branch offices.
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