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4 advisors near 73047
Out of 400,000+ nationwide
Glenda L
CFP®, Series 63, Series 65
Hydro, OK
Cambridge Investment Research Advisors
Glenda Long is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. Prior to this, she worked at National Planning Corp for 17 years and has operated her own firm, Glenda Eichelberger, Inc., since 1979. In addition to her advisory role, she serves as president of an accounting firm and an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.
William L
CFP®, Series 66
Hinton, OK
Raymond James Financial
William Looney is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an independent contractor for Redrock Wealth Advisors in Edmond, Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive emphasis on advisory and implementation-support services.
Monica P
Series 66
Calumet, OK
Edward Jones
Monica Park is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. In addition to her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.
Brian B
CFP®, Series 63, Series 65
Hinton, OK
Raymond James Financial
Brian Baker is a CFP®-certified financial advisor with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Advisors and Concurrent Advisors. Outside of his advisory work, he is an author and has published a book available to clients and on Amazon. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers tailored financial planning and investment consulting, with a focus on non-discretionary advisory services supported by firm research and a broad affiliate network.
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4 advisors near 73047
Out of 400,000+ nationwide