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3 advisors near 73005
Out of 400,000+ nationwide
Richard R
PFS™, Series 66
Anadarko, OK
Cetera
Richard Ross is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 19 years of industry experience. His career includes roles at HD Vest Insurance Agency, Western Farmers Electric Company, and as a CPA through his own practice, Richard Jay Ross, CPA. Ross is involved in community activities including serving as a board member for Anadarko Public Schools and participating in the Anadarko Rotary Club. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers across various program structures.
Derek C
Series 66
Anadarko, OK
Edward Jones
Derek Cofer is a Series 66 licensed financial advisor with Edward Jones, based in Anadarko, OK. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. 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, operating under a fiduciary standard.
Brandon A
Series 66
Anadarko, OK
LPL Financial
Brandon Allee is a financial advisor with LPL Financial in Anadarko, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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3 advisors near 73005
Out of 400,000+ nationwide