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Castlepoint Wealth Advisors financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Castlepoint Wealth Advisors office in Oklahoma, by city and A to Z.
The short answer
7 registered advisors work at Castlepoint Wealth Advisors in Oklahoma, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Oklahoma City (6). 5 list the CFP designation and 0 are also registered broker representatives.
Castlepoint Wealth Advisors advisors by city in Oklahoma
Every firm in Oklahoma →Castlepoint Wealth Advisors advisors in Oklahoma, A to Z
Search by name →- Kristen D. BuchmanOklahoma City · Certified Financial Planner
- Edward T. Creegan IVOklahoma City · Certified Financial Planner
- Kendall W. KingOklahoma City · Certified Financial Planner
- Adam J. LeavittTulsa · Certified Financial Planner
- Adam W. LeeOklahoma City · Chartered Financial Analyst
- Kian M. RahmanzadehOklahoma City · Certified Financial Planner
- Kortland C. SnowdenOklahoma City
Castlepoint Wealth Advisors advisors in every state →Castlepoint Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Castlepoint Wealth Advisors financial advisors are in Oklahoma?
7 investment adviser representatives are registered at Castlepoint Wealth Advisors offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Oklahoma does Castlepoint Wealth Advisors have the most advisors?
Oklahoma City, with 6, then Tulsa (1). Castlepoint Wealth Advisors has advisors in 2 cities in Oklahoma.
How do I check a Castlepoint Wealth Advisors advisor in Oklahoma?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Castlepoint Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.