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 66
Experience Industry experience
12 years
Location
Calumet, OK
Edward Jones
Institution
Monica Park is a Series 66 licensed financial advisor with Edward Jones in Calumet, Oklahoma, and has 12 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet. Edward Jones is a wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.
Based on Edward Jones
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.
Calumet, OK
Calumet OK
Advisors at this office
1
Missouri · Oklahoma · Texas
12 years of industry experience
Edward Jones
2016 - Present • 10 years
St Louis, MO
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 66
El Reno, OK
Wells Fargo Clearing
Margaret Avant is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
CFP®, Series 66
Hinton, OK
Raymond James Financial
William Looney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His career includes positions at Wells Fargo Advisors and Concurrent Advisors. He is also an independent contractor financial advisor at Redrock Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.
Series 66
El Reno, OK
Edward Jones
Justin Tate is a financial advisor at Edward Jones in El Reno, OK, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Riverview Baptist Church from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of financial advisors and branch offices.
CFP®, Series 66
El Reno, OK
Edward Jones
Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
CFP®, Series 63, Series 65
Hinton, OK
Raymond James Financial
Brian Baker is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is an author who distributes a book to clients and prospects. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while maintaining notable municipal advisory capabilities and specialized retirement plan consulting services.
Series 63, Series 66
El Reno, OK
Wells Fargo Clearing
Thomas Avant is a financial advisor with Wells Fargo Clearing in El Reno, Oklahoma, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.
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