Financial ADVSR advisor directory · SEC adviser records
Plan Group Financial, Inc. financial advisors in Oklahoma City, OK
Every SEC-registered investment adviser representative at a Plan Group Financial, Inc. office in Oklahoma City, A to Z.
The short answer
14 registered advisors work at Plan Group Financial, Inc. in Oklahoma City, out of 15 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
Plan Group Financial, Inc. advisors in Oklahoma City, A to Z
Every Plan Group Financial, Inc. advisor →- Spencer D. AufenthieInvestment adviser rep
- James C. BillingsleyInvestment adviser rep
- Douglas R. ClaycombAlso a broker rep
- Boston C. HarrisInvestment adviser rep
- Carl H. HollidayAlso a broker rep
- Srikant C. JonnadaAlso a broker rep
- Harrison R. NewmarkInvestment adviser rep
- Hayden J. PrzybyszAlso a broker rep
- Matthew R. SchultzAlso a broker rep
- Luke A. SteinInvestment adviser rep
- Tobin B. ThomasAlso a broker rep
- Cody O. WheelerAlso a broker rep
- Dallas L. WheelerInvestment adviser rep
- Michael J. White Jr.Investment adviser rep
Plan Group Financial, Inc. advisors in every city and state →Plan Group Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Plan Group Financial, Inc. advisors in other cities
Other firms in Oklahoma City
All Oklahoma City advisors →Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Bok Financial Securities, Inc. 30Osaic Wealth, Inc. 26LPL Financial LLC 25MML Investors Services, LLC 24Edward Jones 23Raymond James & Associates, Inc. 17Wells Fargo Clearing Services, LLC 17Cetera Investment Advisers LLC 15UBS Financial Services Inc. 15Equitable Advisors, LLC 13
Questions
How many financial advisors does Plan Group Financial, Inc. have in Oklahoma City?
14 investment adviser representatives are registered at Plan Group Financial, Inc. offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is Plan Group Financial, Inc. one of the largest advisor employers in Oklahoma City?
Plan Group Financial, Inc. ranks number 12 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.
How do I check a Plan Group Financial, Inc. advisor in Oklahoma City?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.