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Randall P
Series 63, Series 65
Oklahoma City, OK
Merrill
Randall Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and is committed to building and maintaining strong client relationships. Randall focuses on creating personalized financial strategies that align with his clients' goals and provides advice on wealth management, legacy planning, retirement income, tax minimization, and small business strategies. He holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Randall earned a bachelor's degree in Finance from Westminster College and is a member of professional organizations including the Financial Planning Association of Oklahoma City and the Investments & Wealth Institute™ (The Institute). His expertise also includes serving as a Personal Investment Advisor and Retirement Benefits Consultant. Randall has lived in Oklahoma for 30 years with his wife Leigh and their three children. They have been active members in their community, participating in organizations such as First Presbyterian Church of Edmond, Junior Achievement of Oklahoma City, Life Church of Edmond, and United Way of Central Oklahoma. His personal interests include baseball, cooking, fishing, football, gardening, golfing, music, and spending time with his family.
Victor K
Series 63, Series 65
Del City, OK
Robert Baird & Co.
Victor Kizushi is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial and Daiwa Capital Markets America. Victor is based in Del City, OK. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group provides financial planning and portfolio services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of investment strategies.
Darren C
Series 66
Oklahoma City, OK
Raymond James & Associates
Darren Croy is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at CP Management, LLC for 12 years. Outside of his advisory role, Croy is involved in several business ventures, including ownership of 2i Comics LLC, a non-investment-related enterprise. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.
Ronald S
Series 66
Midwest City, OK
Raymond James Financial
Ronald Stevens Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and previously spent three years with United Auto Group. Outside of his advisory role, Stevens serves as CEO of Lighthouse Financial Group LLC and is the owner of Lighthouse Legal Group, LLC, where he prepares legal estate planning documents. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.
Jason G
Series 63, Series 66
Norman, OK
Raymond James Financial
Jason Grant is a financial advisor at Raymond James Financial with 25 years of industry experience. He has worked at Raymond James Financial since 2009 and has owned Strong Buy LLC since 2005. Grant also holds multiple insurance agent roles offering health, life, and property insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.
Cody C
Series 63, Series 65
Oklahoma City, OK
Mass Mutual Investors Services
Cody Cabler is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at MassMutual Life Insurance Company, MidFirst Bank, and Allstate Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and recommends investment strategies without discretionary authority.
Grayson J
Series 66
Oklahoma City, OK
Morgan Stanley
Grayson Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services through both direct and corporate agreements.
Vincent H
Series 63, Series 65
Norman, OK
LPL Financial
Vincent Hart is a financial advisor with LPL Financial in Norman, Oklahoma, holding Series 63 and Series 65 designations and 33 years of industry experience. He worked at Investment Centers Of America, Inc. for 22 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with advice delivered primarily by investment adviser representatives using various portfolio strategies.
Jeffrey E
Series 66
Yukon, OK
LPL Financial
Jeffrey Edwards is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Yukon, Oklahoma. His prior roles include positions at Edward Jones, J.P. Morgan Securities, Merrill, and Bank of America. He also provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.
Gabriel D
Series 66
Oklahoma City, OK
Wells Fargo Clearing
Gabriel De Campus is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as an Engineer Staff Officer in the U.S. Army National Guard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Phillip E
CFP®, Series 66
Oklahoma City, OK
Morgan Stanley
Phillip Elliott is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services and Edward Jones. Outside of his advisory role, Elliott is a silent owner of a beverage import business based in Santa Monica, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and various advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research in its financial planning process.
Ginna B
Series 66
Norman, OK
LPL Financial
Ginna Bradshaw is a financial advisor with LPL Financial in Norman, Oklahoma, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Armstrong Financial Services and Sigmon Pilkington Wealth Management. In addition to her advisory work, she is involved with Arbonne as a home-based representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with a range of financial planning and investment management options, including model portfolios and third-party asset management.
Linda K
Series 63, Series 65
Oklahoma City, OK
Merrill
Linda Kissler is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients’ individual goals and adapt to changing market conditions. Linda provides clients access to Merrill’s investment insights along with the banking and lending solutions offered by Bank of America. Her professional credentials include designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Linda holds a bachelor's degree from the Oklahoma State University System. Committed to community involvement, Linda follows the Merrill tradition of volunteering with organizations in the communities she serves. Her approach centers on working one-on-one with clients to help them pursue their long-term financial objectives.
Suzanne B
CFP®, Series 63, Series 65
Oklahoma City, OK
Cetera
Suzanne Baxter is a CFP® with 34 years of industry experience, currently affiliated with Cetera. She has been working at Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Baxter serves as a board member and treasurer for Tactus, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to third-party managers within a multi-manager platform.
Joni H
Series 66
Oklahoma City, OK
Raymond James Financial
Joni Hill is a financial advisor at Raymond James Financial in Oklahoma City, OK, with three years of industry experience. She holds the Series 66 designation and previously worked at Lasalle St. Securities, L.L.C. from 2014 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting.
Troy B
Series 63, Series 65
Oklahoma City, OK
Edward Jones
Troy Brown is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 1992. Outside of his advisory role, he is involved in managing commercial office properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gregory C
Series 66
Oklahoma City, OK
Morgan Stanley
Gregory Collins is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory services.
David T
Series 63, Series 65
Oklahoma City, OK
Mass Mutual Investors Services
David Thielke is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 24 years. He holds Series 63 and Series 65 credentials. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools.
Robin R
Series 63, Series 65
Oklahoma City, OK
Wells Fargo Clearing
Robin Rush is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory work, he serves as vice president of Graystone Properties of Oklahoma City, a company owned by his spouse, where he assists with record-keeping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.
Thomas T
Series 66
Nichols Hills, OK
Fidelity
Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.
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659 advisors near
73139
within the area shown on the map
Out of 400,000+ nationwide