Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Owasso, OK
Every SEC-registered investment adviser representative at a firm office in Owasso, with the firms that employ the most of them.
29 registered advisors work in Owasso; the most are at Edward Jones (8). 0 list the CFP designation and 27 are also registered broker representatives.
Firms with the most advisors in Owasso
Advisors in Owasso, A to Z
Search all of Oklahoma →- Dale J. Alimena Sr.Edward Jones
- Jay D. CollinsPfs Investments Inc.
- Alexandra P. CornwellEdward Jones
- Leigh A. CripeState Farm Investment Management Corp.
- Matthew D. FleskeEdward Jones
- Jeremy W. FordCommonwealth Financial Network
- Ronald B. GabelOsaic Wealth, Inc.
- Evan K. GibsonEdward Jones
- Caleb L. HassPfs Investments Inc.
- Triston H. Hasty-GrantCwm, LLC · Certified Financial Planner
- James A. HinkleEdward Jones · Certified Financial Planner
- John D. HudginsTransamerica Retirement Advisors, LLC
- Joseph M. JonesIntegrity Alliance, LLC.
- Brent D. KeithLPL Financial LLC · Chartered Financial Consultant
- Seth A. KeithLPL Financial LLC
- Nicholas K. KilaEdward Jones · Certified Financial Planner
- Ronald H. LedferdJ.P. Morgan Securities LLC
- Bret J. LinfordStrategic Advisers LLC
- Lindsey R. LoredoMorgan Stanley
- David B. MerrimanState Farm Investment Management Corp. · Chartered Financial Consultant
- Jacob A. ProctorRaymond James Financial Services Advisors, Inc.
- Brock M. RowlettGwn Securities Inc.
- Lance SkalnikRaymond James Financial Services Advisors, Inc.
- David R. St. JohnCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Garrett W. StephensonGwn Securities Inc.
- Jeffrey L. StumpffEdward Jones · Chartered Financial Consultant
- Lilly A. VelottaEdward Jones
- Michael K. WhiteGwn Securities Inc.
- Stephen B. WhiteGwn Securities Inc.
Other cities in Oklahoma
All of Oklahoma →Tulsa 831Oklahoma City 631Edmond 237Norman 86Bartlesville 51Broken Arrow 46Enid 39Stillwater 32Yukon 26Lawton 24Jenks 22Duncan 21Ponca City 21Midwest City 19Ardmore 16Muskogee 16Bixby 15Shawnee 15Claremore 14Durant 14Tahlequah 13McAlester 12Nichols Hills 11Weatherford 11
Questions
How many financial advisors are in Owasso, OK?
29 investment adviser representatives are registered at firm offices in Owasso, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Owasso?
Edward Jones, with 8 registered advisors in Owasso, followed by Gwn Securities Inc. with 4.
How do I check a financial advisor in Owasso?
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.