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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed
location

Tulsa, OK

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Mark Spaeth is an investment advisor representative at Morgan Stanley. John Mark is registered with the Securities and Exchange Commission and has been in the industry for over 20 years. John Mark specializes in working with individuals, high-net-worth individuals, corporations, and other businesses. In addition to working with Morgan Stanley, John Mark also has other business activities. John Mark's previous experience includes working with Wachovia Securities, LLC and Prudential Securities Incorporated. John Mark has a wide range of experience in the industry and is able to provide clients with a variety of services, including financial planning, portfolio management, and asset allocation advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

TULSA, OK

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Kurt Gero is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John has been in the financial industry since 1993. John is registered with FINRA as a general securities representative and holds Series 3, 7, 9, 10, 63, and 65 licenses. John also holds a Series SIE license. John provides financial planning services to individuals and businesses. John's prior work experience includes employment with Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

NORMAN, OK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John David Robinson is a financial advisor with Ameriprise Financial Services, LLC, registered to provide investment advice in Oklahoma and Texas. John David has a Series 7, 66 and SIE license. John David's firm, Ameriprise Financial Services, LLC, manages assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. The firm specializes in financial planning, pension consulting, asset allocation, and other services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Tulsa, OK

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Weston is an active broker-dealer and investment advisor representative with Edward Jones. John has been working in the industry since 2017. John is registered with the Financial Industry Regulatory Authority (FINRA) and licensed in 51 states and 2 territories. John has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). John provides financial planning services, pension consulting, and portfolio management services to individuals and businesses. John works with Edward Jones' clients in the state of Oklahoma.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ENID, OK

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John McClure is a registered representative of Edward Jones. John has been in the industry for 5 years. John is registered in 13 states. John is also a registered Investment Advisor Representative in 2 states. The firm, Edward Jones, is based in St. Louis, Missouri and manages more than 800 billion dollars in assets for their clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

BARTLESVILLE, OK

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

John David Lamb is an Investment Advisor Representative at Cetera Investment Advisers LLC. John has been in the financial services industry since 1996. John is registered to provide investment advice in Oklahoma and Texas. John is also a registered representative in 15 states including Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Nevada, New Mexico, Ohio, Oklahoma, Puerto Rico, and Texas. John holds a Series 6, Series 7, Series 63 and Series 65 license. John is a financial advisor with over 25 years of experience and is committed to providing personalized financial advice and planning services to individuals, families, and businesses. John is a strong advocate for his clients and strives to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

TULSA, OK

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

John Mitchell Walker is a financial professional with over 37 years of experience in the financial services industry. John Walker is currently registered with LPL Financial LLC as an Investment Advisor Representative and holds a Series 6, Series 63, Series 26, and SIE license. John Walker's previous employment includes PFS INVESTMENTS INC. and Primerica Financial Services. John Walker holds licenses in Arizona, Arkansas, Idaho, Missouri, and Oklahoma.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

TULSA, OK

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

John David Moore is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 30 years of experience in the industry. John David Moore holds the Series 7, Series 63 and Series 65 securities licenses and is registered in 21 states. John David Moore is also registered as an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. In addition to Raymond James Financial Services Advisors, Inc., John David Moore has worked at Advantage Capital Corporation and Tulsa Wealth Advisors, Inc. John David Moore specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

DURANT, OK

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Wayne Carey is a financial advisor with over 30 years of experience in the financial services industry. John Wayne Carey is currently registered with LPL Financial LLC and has held previous roles at Investment Professionals, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc., and Wall Street Investor Services. John Wayne Carey has a broad range of experience in the financial industry, including providing financial planning, consulting, and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

OKLAHOMA CITY, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Hull is a registered representative with J.P. Morgan Securities LLC in Oklahoma City, Oklahoma. John has been active in the industry since July 2022. John holds the Series 63, Series 6TO and SIE licenses. John has been registered with the state of Oklahoma since September 2022.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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