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3 advisors near
74848
within the area shown on the map
Out of 400,000+ nationwide
Bryan J
Series 63, Series 65
Holdenville, OK
LPL Enterprise
Bryan Johnson is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a private investigations and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.
Lacee R
Series 66
Holdenville, OK
Edward Jones
Lacee Rollins is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020 and has six years of industry experience. Prior to joining Edward Jones, she held positions at Epic Charter Schools, Holdenville Public Schools, Threads Sports Apparel, and Boscoe Joe's. 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.
Krystin L
Series 66
Wewoka, OK
Edward Jones
Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. 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 and investment solutions through a nationwide network of financial advisors and branch offices.
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Finding advisors...
3 advisors near
74848
within the area shown on the map
Out of 400,000+ nationwide