Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Daniel P

Series 63, Series 65

Oklahoma City, OK

Cc Investment Advisors, Inc.

Daniel Parcel is a financial advisor at Cc Investment Advisors, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Cc Investment Advisors since 1999. Cc Investment Advisors provides discretionary asset management to individual investors and charitable organizations, employing diversified strategies including managed asset allocation, fixed income, and equity programs with the use of covered-call option writing and other listed options in separate accounts. The firm maintains a relatively small client base with a focus on non-high-net-worth individuals.

Active portfolio management Passive / index investing Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)