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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

NFP Retirement Inc.

location

TULSA, OK

experience

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed
location

DUNCAN, OK

experience

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

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

BROKEN ARROW, OK

experience

8 Years Experience

disclosure

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

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

Arvest Wealth Management

location

Owasso, OK

experience

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

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

Exencial Wealth Advisors

location

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

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

Avantax Advisory Services

location

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Tulsa, OK

experience

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

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

Raymond James Financial Services Advisors, Inc.

location

Enid, OK

experience

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

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
location

ADA, OK

experience

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

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

J.p. Morgan Securities LLC

location

MIDWEST CITY, OK

experience

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

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

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