Edmond, OK Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

3

Of 3,118 advisors across 856 offices

Location

Edmond OK

Advisors at this office

3

Advisors at this office

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Christopher S

Series 63, Series 65

Edmond, OK

LPL Enterprise

Christopher Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he sells fixed annuities and health and disability insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with insurance sales and specialized lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Srikanth K

Series 63, Series 65

Edmond, OK

LPL Enterprise

Srikanth Komarina is a financial advisor with LPL Enterprise in Edmond, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Transamerica Financial Advisors, New Era Life Insurance Company, and Data Recognition Corporation. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, integrating advisory programs with brokerage and insurance product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Robert B

Series 63, Series 65

Edmond, OK

LPL Enterprise

Robert Briscoe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a long tenure at Pruco Securities, LLC and Prudential Insurance Company of America, where he worked since 1980. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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