Years of Experience
5-20+ Years
WARR ACRES, OK
26 Years Experience
1 Disclosures
ADVISOR BIO
Charles David Wallin is an Investment Advisor Representative with Cetera Investment Advisers LLC, based in Warr Acres, Oklahoma. Charles has over 23 years of experience in the financial services industry. Charles has a broad range of experience, working with a variety of clients, including high-net-worth individuals, businesses, charitable organizations, and pension plans. Charles is registered in 24 states and holds multiple licenses, including the Series 6, 7, 24, 51, 63, and 66. Charles is committed to providing personalized financial planning and investment management services to help his clients achieve their financial goals.
SPECIALIZATIONS
WARR ACRES, OK
9 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Heaton is a financial advisor with over 8 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and holds multiple licenses and certifications including Series 6, 7, 63 and 66. Daniel Heaton offers a wide range of financial planning services, including portfolio management, financial planning, pension consulting, and educational seminars. His previous experience with Farmers Financial Solutions, LLC provides Daniel Heaton with a strong foundation in investment management and financial planning. Daniel Heaton is dedicated to helping individuals and families achieve their financial goals.
SPECIALIZATIONS
WARR ACRES, OK
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
WARR ACRES, OK
25 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Walls is a financial advisor who has been in the industry since 1999. Jeffrey is currently registered with Cetera Investment Advisers LLC. Jeffrey has been registered with Cetera Investment Advisers LLC since 2013. Jeffrey is also registered with Cetera Advisor Networks LLC, but has since left that firm. Jeffrey is registered in Oklahoma and Texas. Jeffrey has several years of experience in the financial industry, working with various firms such as Walnut Street Securities, Inc., LPL Financial LLC, IBC Investments and Capital Analysts, Incorporated. Jeffrey has experience in areas such as fixed annuities, life/accident/health insurance and long-term care insurance. Jeffrey is also a partner in Walls To Walls, Inc., a business that provides corporate housing units.
SPECIALIZATIONS
WARR ACRES, OK
3 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Burton is a financial professional registered with Cetera Investment Advisers LLC. Jeffrey has been in the industry since February 2022. Jeffrey has a Series 7, Series 66 and SIE licenses. Jeffrey is registered in Oklahoma to provide both Broker-Dealer and Investment Advisory services. In addition to providing financial services, Jeffrey is also an attorney and operates an attorney practice, Entz Burton & Associates. Jeffrey's practice includes Estate and Business Planning, Commercial Litigation, and Social Security Disability Claims.
SPECIALIZATIONS
WARR ACRES, OK
32 Years Experience
1 Disclosures
ADVISOR BIO
Jeffrey Dodson has been in the financial services industry for over 30 years. Jeffrey has a diverse background in the industry, having worked at several firms including Walnut Street Securities, Inc., Capital Analysts, Incorporated, and Interfirst Capital Corporation. He is currently registered with Cetera Investment Advisers LLC and holds several licenses and certifications, including Series 6, 7, 26, 63, 65, and 66. He is experienced in financial planning, pension consulting, portfolio management for individuals and businesses, and providing educational seminars. Jeffrey serves clients from his office in Warr Acres, Oklahoma.
SPECIALIZATIONS
WARR ACRES, OK
32 Years Experience
0 Disclosures
ADVISOR BIO
John Michael Entz is a financial professional with over 30 years of experience in the industry. John has a broad background, having worked for several firms, including Walnut Street Securities, Inc. and Capital Analysts, Incorporated. John has served as an attorney for over 30 years. John currently holds a Series 7, Series 24, Series 63, and Series 65 securities license. John's current firm is Cetera Investment Advisers LLC, a financial firm with over 16,000 clients.
SPECIALIZATIONS
Warr Acres, OK
2 Disclosures
ADVISOR BIO
Robert Burch is an investment advisor representative with McGuire Capital Advisors, Inc. Robert is a registered investment advisor in Oklahoma and has been in the industry for over 20 years. Previously, Robert has held positions at Principal Securities, Inc., MWA Financial Services Inc., SWS Financial Services, Southwest Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Robert has also been licensed as an insurance producer in Oklahoma since 1998 and is authorized to sell Accident & Health or Sickness insurance policies; variable life insurance and variable annuity contracts; Life insurance policies. Robert offers insurance through McGuire Retirement Solutions, LLC since 2023.
SPECIALIZATIONS
