Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Corient office in Oklahoma, by city and A to Z.
The short answer
15 registered advisors work at Corient in Oklahoma, out of 639 nationwide; it's the firm's number 13 state by advisors, and the most are in Tulsa (15). 4 list the CFP designation and 0 are also registered broker representatives.
Corient advisors by city in Oklahoma
Every firm in Oklahoma →Corient advisors in Oklahoma, A to Z
Search by name →- Jonathan D. AlthageTulsa
- George A. BrownTulsa
- Catherine H. CrismonTulsa · Certified Financial Planner
- Kelcy T. FloresTulsa · Certified Financial Planner
- Keith C. GoddardTulsa · Chartered Financial Analyst
- Joseph A A. Hawes Jr.Tulsa
- Conner J. JohnsonTulsa · Certified Financial Planner
- Jason T. PercyTulsa
- Bradley S. PriestTulsa
- Courtney E. RuebTulsa
- Hayden E. SiegfriedTulsa · Certified Financial Planner
- Steven SorannoTulsa · Chartered Financial Analyst
- Jeremy A. TravisTulsa
- Jamie L. WilsonTulsa
- Linda A. YoungerTulsa
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Corient in other states
Texas 105California 85Illinois 77New York 62Florida 42Washington 35Ohio 30Massachusetts 28New Jersey 28Pennsylvania 24Georgia 15Maine 15Indiana 13North Carolina 13Tennessee 13Colorado 10Michigan 8Utah 4Arkansas 3Arizona 3Connecticut 3
Questions
How many Corient financial advisors are in Oklahoma?
15 investment adviser representatives are registered at Corient offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Oklahoma does Corient have the most advisors?
Tulsa, with 15. Corient has advisors in 1 city in Oklahoma.
How do I check a Corient 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 Corient office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.