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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Perissos Private Wealth Management

location

Oklahoma City, OK

0 Disclosures

ADVISOR BIO

G. Gregory Biggs is an Investment Advisor Representative with Perissos Private Wealth Management. G. Gregory Biggs has been in the industry for over 23 years. G. Gregory Biggs has a wide range of experience in the financial services industry, including experience with Securities America, Inc., PURSHE KAPLAN STERLING INVESTMENTS, SAGEPOINT FINANCIAL, INC., WILBANKS SECURITIES, INC., and MML INVESTORS SERVICES, INC. G. Gregory Biggs specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers. G. Gregory Biggs is registered in Oklahoma, Texas, and Louisiana. G. Gregory Biggs's firm has offices in Bethany and Oklahoma City, Oklahoma.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

Edmond, OK

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gail Lynn Van Nest is a financial professional with over 20 years of experience in the industry. Gail is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Gail has been with Cambridge since 2013, and has a strong track record of providing financial advice to individuals, families, and businesses. Prior to joining Cambridge, Gail worked with several other financial firms including MML Investors Services, LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., and Lincoln Financial Advisors Corporation. Gail has a wide range of experience, and has provided financial services to a variety of clients. Gail is committed to helping her clients achieve their financial goals, and she is dedicated to providing them with the personalized attention they deserve.

SPECIALIZATIONS

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

Exencial Wealth Advisors | CFP ® (Certifications)

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Galen Arthur Rasche is an investment advisor representative at Exencial Wealth Advisors. Galen is a Certified Financial Planner® professional. Galen has been working in the financial services industry since 2010. Galen has experience at a variety of organizations, including Electric Power Research Institute, Weinheimer Wealth Management, and Exencial Wealth Advisors. Galen is currently registered as an investment advisor representative in Oklahoma and Texas. Galen specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Galen is also a registered investment advisor representative with Exencial Wealth Advisors.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

WARR ACRES, OK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Garren Dodson is a financial advisor with Cetera Investment Advisers LLC. Garren has been in the financial services industry since 2015 and holds a Series 6, Series 7, and Series 63 license, as well as a Series 65 license. Garren is registered in Arizona, Arkansas, Oklahoma, and Texas. Garren is also a partner at Apex Financial Solutions, LLC.

SPECIALIZATIONS

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

BARTLESVILLE, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Garret Parr is a registered representative with Edward Jones. Garret has been in the securities industry since May 2016. Garret has a Series 7 and Series 66 license, and is registered in Oklahoma, Arkansas, Colorado, Georgia, Idaho, Illinois, Kansas, Missouri, Texas. Garret is also registered as an investment advisor representative in Oklahoma and Texas. Garret provides financial planning services to individuals, businesses, and retirement plans. Garret specializes in investments, insurance, and retirement planning.

SPECIALIZATIONS

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

Merit Financial Advisors

location

Perry, OK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Roy Morris is an investment advisor representative registered with Merit Financial Advisors. Garrett has been in the industry since 2010 and has a Series 7, Series 66 and SIE licenses. Garrett is also registered with the state of Oklahoma. Garrett has previous experience with LPL Financial LLC and 1st Global Capital Corp. Garrett is a wealth manager and insurance agent for Merit Financial Advisors.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TULSA, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Garrett S Jelley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Garrett has been in the industry since 2022 and holds the Series 7TO, SIE, and Series 66 licenses. Garrett specializes in providing investment advisory services to individuals, businesses, pension plans, and insurance companies. Garrett is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Garrett is committed to providing clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC

location

NORMAN, OK

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Garrin Bratcher is a financial advisor who has been in the industry since 2001. Garrin is currently registered with LPL Financial LLC and has branch offices in Norman and Chickasha, Oklahoma. Garrin is also registered in 17 states and holds the Series 66, Series 7, and SIE exams. Garrin has previous experience at Investment Centers of America, Inc. in Chickasha, Oklahoma. Garrin offers financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

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

LPL Financial LLC

location

TULSA, OK

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Garryl Weston Keel is a financial advisor who has been in the industry since 1996. Garryl is registered with LPL Financial LLC and has offices in Tulsa, Oklahoma. Garryl has held prior registrations with several firms including The Oak Ridge Financial Services Group, Inc., Feltl & Company, U.S. Bancorp Investments, Inc., Commerce Brokerage Services, Inc., BOSC, Inc., and Dean Witter Reynolds Inc. Garryl specializes in providing financial advice and consulting to individuals, corporations and institutions. Garryl has a broad range of experience and is well-equipped to meet the needs of clients of all types.

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

LPL Financial LLC

location

BETHANY, OK

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gary Lynn Hayworth is a registered representative with LPL Financial LLC. Gary has been in the securities industry since 2000. Gary holds Series 63, 66, and 7 licenses and is registered with the state of Oklahoma. Gary is also a registered Investment Advisor Representative. Prior to joining LPL Financial LLC, Gary was associated with Investment Centers of America, Inc. and Edward Jones.

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

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