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11 advisors near 74701
Out of 400,000+ nationwide
Tammy B
Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.
Leah B
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Leah Brooks is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Securities America Advisors and Raymond James Financial Services. She serves as President of the Southeastern Oklahoma State University Wesley Foundation and as Secretary of Partners in Education. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining fundamental analysis and Modern Portfolio Theory, managing approximately $314 million in assets across multiple offices.
Jordan H
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Jordan Haddox is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management built on fundamental analysis and Modern Portfolio Theory, offering a range of allocation models and ongoing manager monitoring.
Roger G
CFP®, Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Roger Gaddis is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Gaddis Premier Wealth Advisors LLC, where he has worked since 2022. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Linsco/Private Ledger Corp. Outside of advisory work, Gaddis serves on several advisory boards, including Good News Publishing and the Boy Scouts Arbuckle Council, and holds a board position at Union Mutual Insurance Co. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, and applies fundamental analysis alongside Modern Portfolio Theory to develop allocation models tailored to client goals.
Derek H
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Derek Hines is a financial advisor at Gaddis Premier Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Kestra Advisory Services, and Private Client Services. Outside of his advisory role, Hines serves as President of Durant Trails and Open Space, a nonprofit focused on outdoor activities and trail maintenance, and is Executive Pastor at Victory Life Church in Durant, OK. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining low-cost mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term orientation.
Leigh G
Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.
Barrett S
Series 63, Series 66
Durant, OK
Edward Jones
Barrett Shirey is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Prior to this, he was briefly associated with Free Specialists LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Gerald T
Series 66
Durant, OK
LPL Financial
Gerald Tidwell is a financial advisor with LPL Financial based in Durant, Oklahoma, holding a Series 66 designation and bringing 10 years of industry experience. He has been affiliated with both LPL Financial and First United Bank & Trust since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Wyatt D
Series 66
Durant, OK
Edward Jones
Wyatt Daniel is a financial advisor at Edward Jones in Durant, OK, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Ameristate Bank and Bailey and Associates, and has experience as a business owner in carpet cleaning. Outside of advising, he is involved in real estate investing through several partnerships focused on rental properties and home building ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.
Ryan R
Series 66
Durant, OK
Edward Jones
Ryan Richardson is a financial advisor with Edward Jones in Durant, Oklahoma, holding a Series 66 credential and having 13 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he is a self-employed rancher producing beef cattle in Caney, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment products supported by a large network of financial advisors and branch offices nationwide.
Connor B
Series 66
Durant, OK
Edward Jones
Connor Brinkley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Choctaw Nation of Oklahoma and National Livestock Credit Corp. He is involved in the livestock industry through his role in Southern Oklahoma Livestock Auction, LLC, where he hauls cattle to the sale barn. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.
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11 advisors near 74701
Out of 400,000+ nationwide