Yukon, OK Health Ctr Pkwy Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,420 offices

Location

1601 Health Ctr Pkwy Bldg 300

Yukon OK 73099

Advisors at this office

4

Advisors at this office

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Darren M

Series 66

Yukon, OK

LPL Financial

Darren Meyer is a financial advisor with LPL Financial based in Yukon, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. His background includes operating several family and personal business entities and working with Waddell & Reed, Inc. from 2007. Meyer also manages business entities unrelated to investment advisory. LPL Financial serves individual, retirement plan, institutional, and charitable clients through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Deirdre B

Series 66

Yukon, OK

LPL Financial

Deirdre Barnes is a financial advisor with LPL Financial in Yukon, OK, holding a Series 66 designation and over 27 years of industry experience. Her career includes 23 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. She is also a licensed notary and manages a business entity related to her advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Michael C

Series 66

Yukon, OK

LPL Financial

Michael Cain is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Nellie Green, Waddell & Reed Inc., and various insurance carriers. Outside of advising, he operates Integrity Advisors Group, a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of advisor representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Nellie G

Series 66

Yukon, OK

LPL Financial

Nellie Green is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include nearly two decades at Waddell & Reed, INC. and various insurance carriers, as well as a brief tenure at DBNG, LLC. She is also involved with Integrity Advisors Group, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology tools to support diversified investment strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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