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 65
Experience Industry experience
27 years
Location
Cushing, OK 74023
Morgan Stanley
Institution
Russell Moyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory role, Moyer is involved in lending through a local barbershop business in Cushing, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Cushing, OK
222 East Moses
Cushing OK 74023
Advisors at this office
1
Oklahoma · Texas
27 years of industry experience
Morgan Stanley Private Bank, N.A
2021 - Present • 5 years
New York, NY
MORGAN STANLEY SMITH BARNEY llc
2021 - Present • 5 years
Oklahoma City, OK
Wells Fargo Clearing
2016 - 2021 • 5 years
Edmond, OK
WELLS FARGO ADVISORS LLC
2011 - 2016 • 5 years
Edmond, OK
Morgan Stanley
2009 - 2011 • 2 years
OK
Citigroup Global Markets
2000 - 2009 • 9 years
Cushing, 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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:
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 65
Cushing, OK
Raymond James Financial
Martina Goddard is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. She has 37 years of industry experience, including roles at RCB Wealth Management and RCB Bank. Since 2016, she has also owned Grace Financial Planning in Cushing, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports clients through advisory programs and institutional consulting.
Series 66
Cushing, OK
Edward Jones
Tyler Stein is a financial advisor with Edward Jones in Cushing, Oklahoma, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for L3 Technologies for nine years. Outside of his advisory role, he creates and sells self-made sculptures and artwork on Etsy as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.
Series 66
Cushing, OK
Edward Jones
Chase Roten is a financial advisor with Edward Jones in Cushing, Oklahoma, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked in various roles including positions at Blizzard Mowing, Falcon Flowback Services, Washington Public Schools, Primerica, and a small business called R&H Lawns, Lights and More LLC. He also installs Christmas lights seasonally through Major League Lights LLC. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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