Top financial advisors in Durant, OK
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you live in Durant, OK, preparing for tornado and severe weather risks is a key financial planning trigger. Without advisors familiar with these local hazards, you might overlook critical insurance and emergency fund needs.
- Weather risk expertise. Confirm how they integrate tornado and storm-related insurance into your overall plan.
- Emergency fund planning. Ask how they recommend sizing reserves to cover weather-related disruptions.
- Insurance coordination. Check if they review your policies for adequate coverage against local natural disasters.
- Long-term resilience. See if they help you plan for rebuilding or recovery costs beyond immediate damages.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Homer T
Series 63, Series 65
Denison, TX
Cambridge Investment Research Advisors
Homer Thornton III brings 23 years of experience and specializes in retirement income strategies and plans for business owners, which can support long-term financial resilience in Durant, OK. Operating from a large firm with flat-fee options and a focus on financial planning, he also serves diverse clients including executives and retirees, offering both discretionary and non-discretionary portfolio management approaches.
Experience: 23 years
Avg account: $378,281
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Barrett S
Series 63, Series 66
Durant, OK
Edward Jones
Barrett Shirey in Durant, OK, brings 11 years of experience and expertise in retirement income strategy and business exit planning, which can support financial resilience against local weather risks. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a comprehensive range of advisory services with a program fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 12 years
Avg account: $246,728
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Gerald T
Series 66
Durant, OK
LPL Financial
Gerald Tidwell in Durant, OK, offers expertise in wealth management and retirement plans for business owners, supported by 10 years of experience and a Series 66 designation. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, he stands out for integrating broad advisory services with a flexible fee structure suitable for various client needs.
Experience: 11 years
Avg account: $399,489
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Roger G
CFP®, Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Roger Gaddis offers extensive experience in wealth management and retirement planning, making him well-suited to address financial needs in Durant, OK, including weather-related risks. His firm uses model-based portfolio management with low-cost funds and applies fundamental analysis and Modern Portfolio Theory, while offering flat-fee and hourly pricing options, which may appeal to clients seeking transparent fees and tailored investment strategies.
Experience: 39 years
Avg account: $252,570
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James W
CFP®, PFS™, Series 63
Denison, TX
Cetera
James Ward brings 31 years of experience and holds CFP® and PFS™ designations, offering expertise in wealth management and retirement plans for business owners. Based in Denison, TX, he operates within Cetera, a large firm providing diverse portfolio management and financial planning services, and offers flexible flat-fee and hourly consulting options, distinguishing him from other advisors in the Durant, OK area.
Experience: 31 years
Avg account: $306,089
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