Financial ADVSR advisor directory · SEC adviser records
Fmi financial advisors in Ardmore, OK
Every SEC-registered investment adviser representative at a Fmi office in Ardmore, A to Z.
4 registered advisors work at Fmi in Ardmore, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Fmi advisors in Ardmore, A to Z
Every Fmi advisor →- Allen M. BynumInvestment adviser rep
- Bregan M. HeitzCertified Financial Planner
- Kayla S. TweedyInvestment adviser rep
- Michael W. WhitsonInvestment adviser rep
Fmi advisors in every city and state →Fmi: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Ardmore
All Ardmore advisors →Questions
How many financial advisors does Fmi have in Ardmore?
4 investment adviser representatives are registered at Fmi offices in Ardmore, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Fmi one of the largest advisor employers in Ardmore?
Fmi ranks number 2 in Ardmore by registered advisors; Edward Jones has the most, with 7.
How do I check a Fmi advisor in Ardmore?
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 Fmi office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.