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Financial ADVSR advisor directory · SEC adviser records

Plan Group Financial, Inc. financial advisors in Oklahoma

Every SEC-registered investment adviser representative at a Plan Group Financial, Inc. office in Oklahoma, by city and A to Z.

The short answer

13 registered advisors work at Plan Group Financial, Inc. in Oklahoma, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Oklahoma City (13). 0 list the CFP designation and 6 are also registered broker representatives.

Plan Group Financial, Inc. advisors by city in Oklahoma

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Oklahoma City 13

Plan Group Financial, Inc. advisors in Oklahoma, A to Z

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Questions

How many Plan Group Financial, Inc. financial advisors are in Oklahoma?

13 investment adviser representatives are registered at Plan Group Financial, Inc. offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Where in Oklahoma does Plan Group Financial, Inc. have the most advisors?

Oklahoma City, with 13. Plan Group Financial, Inc. has advisors in 1 city in Oklahoma.

How do I check a Plan Group Financial, Inc. 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 Plan Group Financial, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.