Tulsa, OK Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,201 offices

Location

Tulsa OK

Advisors at this office

2

Advisors at this office

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Denice L

Series 63, Series 65

Tulsa, OK

Cambridge Investment Research Advisors

Denice Land is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and having 21 years of industry experience. Her prior roles include positions at Dominion Investor Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. She serves as president of the Creek County OHCE and is involved in her local high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Janelle L

Series 66

Tulsa, OK

Cambridge Investment Research Advisors

Janelle Lind is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Tulsa, OK, and has 13 years of industry experience. She has held roles at Cambridge Investment Research, Inc. and Preferred Partners, Inc. for over a decade. Lind serves as a board member of the Junior League of Denver Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies under various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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