Years of Experience
5-20+ Years
TULSA, OK
6 Years Experience
0 Disclosures
ADVISOR BIO
Tanner Vincent Felts is a registered investment advisor representative with NFP Retirement Inc., a firm specializing in providing retirement planning services. Tanner has been in the financial services industry since January 27, 2019. He holds Series 63, 65, 6TO and SIE licenses, as well as an approved registration with the state of Oklahoma. Prior to joining NFP Retirement Inc., Tanner held positions with Triad Advisors LLC and Kestra Investment Services, LLC. He is experienced in providing financial planning and portfolio management services to individuals, corporations and retirement plans.
SPECIALIZATIONS
DUNCAN, OK
15 Years Experience
0 Disclosures
ADVISOR BIO
Tanner Cline is a financial advisor with Edward Jones. Tanner has been in the industry since September 2009. Tanner is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Tanner specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. Tanner holds the Series 66, Series 7 and SIE securities licenses and is registered in 8 states.
SPECIALIZATIONS
BROKEN ARROW, OK
8 Years Experience
1 Disclosures
ADVISOR BIO
Tanya Butler is a financial advisor with Edward Jones. Tanya has been in the industry since November 2016. Tanya is licensed in Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Michigan, Missouri, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia. Tanya is a registered representative of Edward Jones.
SPECIALIZATIONS
Owasso, OK
7 Years Experience
0 Disclosures
ADVISOR BIO
Tanya R. Wilson is a financial advisor with over 5 years of experience in the industry. Tanya is currently registered with Arvest Wealth Management. Prior to joining Arvest, Tanya was registered with J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tanya holds Series 63, 66, and 7 licenses as well as the SIE. Tanya provides a range of advisory services to clients including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
OKLAHOMA CITY, OK
0 Disclosures
ADVISOR BIO
Taylor A. Gill is an Investment Advisor Representative with Exencial Wealth Advisors. Taylor has been in the industry since 2014. They are licensed in California, District of Columbia, Florida, North Carolina, Oklahoma and Texas. Taylor is also a Series 65 licensed representative with their primary location at 7373 Broadway Suite 400 in San Antonio, Texas. Exencial Wealth Advisors is a wealth management firm with offices in Oklahoma City, Oklahoma and San Antonio, Texas. The firm specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
SPECIALIZATIONS
Tulsa, OK
0 Disclosures
ADVISOR BIO
Taylor Gilpin is an Investment Advisor Representative with Avantax Advisory Services. Taylor is registered with the state of Oklahoma and has been active in the industry since October 2010. Taylor's areas of specialization include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Tulsa, OK
6 Years Experience
0 Disclosures
ADVISOR BIO
Taylor Bennett is a financial advisor who has been in the industry since November 4, 2018. Taylor is registered with the state of Oklahoma and holds Series 63, Series 65, Series 7TO, and SIE licenses. Taylor is currently employed at Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma. Taylor provides a range of financial services including financial planning, portfolio management, and investment advisory services.
SPECIALIZATIONS
Enid, OK
4 Years Experience
0 Disclosures
ADVISOR BIO
Taylor Hart is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Taylor has been in the financial services industry since 2015 and is currently working at the Enid, Oklahoma branch office. Taylor holds Series 66, Series 7TO, and SIE licenses. Taylor is licensed to provide investment advice in Missouri, Oklahoma, and Pennsylvania. Taylor provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. In addition, Taylor works with the Raymond James Financial Services Inc, firm as a Branch Office Associate, where they spend more than 81 hours a month supporting the office.
SPECIALIZATIONS
ADA, OK
13 Years Experience
0 Disclosures
ADVISOR BIO
Taylor Page Howard is a registered representative with Edward Jones. Taylor has been in the industry since June 20, 2012. Taylor is licensed in 12 states. Taylor's firm is headquartered in St. Louis, Missouri. Edward Jones has been in business since 1922 and has over 19,000 financial advisors. The firm provides financial planning and investment management services.
SPECIALIZATIONS
MIDWEST CITY, OK
2 Years Experience
0 Disclosures
ADVISOR BIO
Tayseer Zaid is a registered representative with J.P. Morgan Securities LLC, licensed to provide financial services in Oklahoma. Tayseer has been active in the financial industry since February 2023, and has a Series 63, Series 6TO, and SIE licenses. Tayseer is qualified to assist clients with a variety of financial needs, including portfolio management, financial planning, pension consulting, and selection of other advisors.
SPECIALIZATIONS