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Savant Wealth Management financial advisors in Oklahoma City, OK
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Oklahoma City, A to Z.
The short answer
5 registered advisors work at Savant Wealth Management in Oklahoma City, out of 370 at the firm nationwide; it ranks number 35 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Oklahoma City, A to Z
Every Savant Wealth Management advisor →- Ami E. Black-MullinsInvestment adviser rep
- Caleb J. DillardChartered Financial Analyst
- Philip I. RossInvestment adviser rep
- Jared B. SniderInvestment adviser rep
- Lori C. StephensonCertified Financial Planner
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lancaster, PA 7Lincolnshire, IL 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Atlanta, GA 5Satellite Beach, FL 5Woburn, MA 5Cedar Rapids, IA 4Chicago, IL 4Huntersville, NC 4
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. 15Plan Group Financial, Inc. 14
Questions
How many financial advisors does Savant Wealth Management have in Oklahoma City?
5 investment adviser representatives are registered at Savant Wealth Management offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Oklahoma City?
Savant Wealth Management ranks number 35 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.
How do I check a Savant Wealth Management 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 Savant Wealth Management 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.