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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Norman, OK

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

81 registered advisors work in Norman; the most are at Edward Jones (13). 11 list the CFP designation and 66 are also registered broker representatives.

Firms with the most advisors in Norman

FirmAdvisors in Norman
Edward Jones news13
Ameriprise Financial Services, LLC news10
LPL Financial LLC news9
Raymond James Financial Services Advisors, Inc. news4
State Farm Investment Management Corp.4
Cetera Investment Advisers LLC news3
D.M. Wealth Management, Inc.3
Hilltop Securities Inc.3
Strategic Financial Concepts, LLC3
Buwick Group Wealth Management, LLC2
Concurrent Investment Advisors, LLC news2
Great Valley Advisor Group, LLC2
J.P. Morgan Securities LLC news2
Osaic Wealth, Inc. news2
Allstate Financial Advisors, LLC1
Bok Financial Securities, Inc.1
Charles Schwab & Co., Inc. news1
Concorde Asset Management, LLC1
Cowan Financial Services, LLC1
Epic Wealth Management, LLC1
First Command Advisory Services1
International Assets Investment Management, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Momentum Independent Network Inc.1
Pismo Pacific Financial Services, LLC1

Advisors in Norman, A to Z

CFP advisors in Norman →

Other cities in Oklahoma

All of Oklahoma →

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

Questions

How many financial advisors are in Norman, OK?

81 investment adviser representatives are registered at firm offices in Norman, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 66 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Norman?

Edward Jones, with 13 registered advisors in Norman, followed by Ameriprise Financial Services, LLC with 10.

How do I check a financial advisor in Norman?

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.