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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Claremore, OK

Every SEC-registered investment adviser representative at a firm office in Claremore, with the firms that employ the most of them.

13 registered advisors work in Claremore; the most are at Edward Jones (6). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Claremore

FirmAdvisors in Claremore
Edward Jones news6
Wealth Management Solutions2
Meridian Wealth Management, LLC1
Momentum Independent Network Inc.1
Osaic Wealth, Inc. news1
Rhodes Investment Advisors, Inc.1
State Farm Investment Management Corp.1

Advisors in Claremore, A to Z

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Other cities in Oklahoma

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Tulsa 799Oklahoma City 581Edmond 220Norman 81Bartlesville 46Broken Arrow 43Enid 35Stillwater 33Owasso 29Yukon 26Lawton 25Jenks 22Bixby 19Midwest City 19Ponca City 19Muskogee 18Duncan 17Ardmore 14Nichols Hills 14Shawnee 14Durant 13Tahlequah 13Sand Springs 11McAlester 10

Questions

How many financial advisors are in Claremore, OK?

13 investment adviser representatives are registered at firm offices in Claremore, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Claremore?

Edward Jones, with 6 registered advisors in Claremore, followed by Wealth Management Solutions with 2.

How do I check a financial advisor in Claremore?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.