Financial ADVSR advisor directory · SEC adviser records
Independent Financial Partners financial advisors in Edmond, OK
Every SEC-registered investment adviser representative at a Independent Financial Partners office in Edmond, A to Z.
The short answer
5 registered advisors work at Independent Financial Partners in Edmond, out of 289 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
Independent Financial Partners advisors in Edmond, A to Z
Every Independent Financial Partners advisor →- Larry R. AwbreyCertified Financial Planner
- Peter A. GregoryCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Jason A. PinneyAlso a broker rep
- Charles B. TuttCertified Financial Planner · Also a broker rep
- Brian D. WashaAlso a broker rep
Independent Financial Partners advisors in every city and state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independent Financial Partners advisors in other cities
Tampa, FL 95Jacksonville Beach, FL 6San Antonio, TX 5Schaumburg, IL 5Clearwater, FL 4Hastings, NE 4Orlando, FL 4Waukesha, WI 4Woodstock, GA 4Cocoa Beach, FL 3Conshohocken, PA 3Crescent Springs, KY 3Denver, CO 3Fort Lauderdale, FL 3Louisville, KY 3
Other firms in Edmond
All Edmond advisors →Edward Jones 24LPL Financial LLC 16Raymond James Financial Services Advisors, Inc. 12Wells Fargo Clearing Services, LLC 11Cetera Investment Advisers LLC 9Forge Financial 9Transcendent Capital Group 9Cambridge Investment Research Advisors, Inc. 8State Farm Investment Management Corp. 8Pfs Investments Inc. 7Equitable Advisors, LLC 6Strategic Advisers LLC 5
Questions
How many financial advisors does Independent Financial Partners have in Edmond?
5 investment adviser representatives are registered at Independent Financial Partners offices in Edmond, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is Independent Financial Partners one of the largest advisor employers in Edmond?
Independent Financial Partners ranks number 12 in Edmond by registered advisors; Edward Jones has the most, with 24.
How do I check a Independent Financial Partners advisor in Edmond?
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 Independent Financial Partners 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.