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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Eagle Strategies LLC | CFC ® (Certifications)

location

TULSA, OK

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Vickie Lynn Ford is a financial professional with over 30 years of experience in the industry. Vickie is a registered representative with Eagle Strategies LLC, a firm with a strong focus on providing financial planning and investment management services. Vickie has a strong background in both registered and non-registered products, and she is dedicated to helping her clients achieve their financial goals. Vickie's past experience includes positions with both Princor Financial Services Corporation and NYLife Securities Inc. Vickie is also a Chartered Financial Consultant (ChFC).

SPECIALIZATIONS

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

Arvest Wealth Management

location

Tulsa, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Victor Paul Wheeler is a financial advisor currently registered with Arvest Wealth Management. Victor Wheeler has been in the financial services industry since May 2006. Victor Paul Wheeler has passed the Series 66 and Series 7TO exams, as well as the SIE exam. In addition to being a registered representative of Arvest Wealth Management, Victor Wheeler is also employed by Arvest Bank in Glenpool, OK. Victor Wheeler's specializations include 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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Collinsville, OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Gregory is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Vincent has been in the industry for over 10 years and is a registered representative in Oklahoma and Texas. Vincent holds the Series 66, Series 7TO, and SIE licenses. Vincent is a financial advisor who provides a variety of services to individuals and businesses, including financial planning, portfolio management, and investment advisory services. Vincent is committed to providing his clients with the highest level of service and expertise.

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

NORMAN, OK

experience

32 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Vincent Raymond Hart is a financial advisor with over 30 years of experience in the industry. Vincent has been registered with LPL Financial LLC since November 2017. Before joining LPL, Vincent worked for INVESTMENT CENTERS OF AMERICA, INC. and JOHN HANCOCK DISTRIBUTORS, INC. Vincent is registered to provide investment advice in Oklahoma and Texas. Vincent is also a registered representative of LPL Financial LLC, and is licensed to sell securities in several other states.

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

Cetera Investment Advisers LLC

location

OKLAHOMA CITY, OK

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vinod Kumar Joshi is an investment advisor representative with Cetera Investment Advisers LLC. Vinod has been in the financial services industry since November 1999. Prior to joining Cetera, Vinod was registered with First Allied Securities, Inc. and FFP Securities, Inc. Vinod is licensed to sell securities in Oklahoma and Texas. In addition to his Series 6 and Series 66 licenses, Vinod also holds the SIE license. Vinod is committed to providing his clients with personalized financial advice and guidance. He specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Tulsa, OK

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Violet Compton is a financial advisor working for Morgan Stanley in Tulsa, Oklahoma. Violet has been in the financial services industry since June 1, 2017. Violet is registered with FINRA and holds the Series 7, Series 9, Series 10, Series 31, and Series 66 licenses. Violet is also registered with the state of Oklahoma as an Investment Advisor Representative. Violet has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Command Financial Planning, Inc.

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

TOM Johnson Investment Management, LLC

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Virginia Ann Davis is an investment advisor representative at Tom Johnson Investment Management, LLC. Virginia has been in the industry since July 2003. Virginia holds a Series 65 license. Virginia Ann Davis is registered with the state of Oklahoma.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

OKLAHOMA CITY, OK

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Dell Wright is a registered investment advisor representative with Osaic Wealth, Inc. Virginia has been in the financial services industry for over 29 years and has experience in both individual and institutional investment management. Virginia is committed to providing personalized financial advice and investment management services to her clients. Virginia is also a licensed insurance agent and offers a variety of insurance products to her clients. Virginia's previous experience includes working for Woodbury Financial Services, Inc., ING Financial Partners, Inc., and Copeland Equities, Inc. Virginia has a strong understanding of the financial markets and a commitment to providing her clients with the best possible service.

SPECIALIZATIONS

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

Morgan Stanley

location

Tulsa, OK

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

W Michael McCue is a financial advisor with over 35 years of experience in the industry. W Michael McCue is currently registered with Morgan Stanley as an Investment Advisor Representative in Oklahoma and Texas. W Michael McCue has previously held positions at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. W Michael McCue specializes in providing financial advice to high net worth individuals, businesses, investment clubs, and other institutions. W Michael McCue has a strong track record of success and is committed to providing clients with personalized financial solutions that meet their individual needs.

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

MML Investors Services, LLC

location

OKLAHOMA CITY, OK

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Walter Corbett is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with MML Investors Services, LLC and has a strong history of working with individual investors, corporations, and institutions. Walter has experience in providing a wide range of financial services, including financial planning, portfolio management, and asset allocation. Prior to joining MML Investors Services, LLC, Walter worked for MSI Financial Services, INC. and Metropolitan Life Insurance Company.

SPECIALIZATIONS

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

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