Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Sand Springs, OK
Every SEC-registered investment adviser representative at a firm office in Sand Springs, with the firms that employ the most of them.
11 registered advisors work in Sand Springs; the most are at Edward Jones (4). 1 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Sand Springs
Advisors in Sand Springs, A to Z
CFP advisors in Sand Springs →- Matthew A. CottonEdward Jones
- Curtis L. DavidsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Derek C. EbertBok Financial Securities, Inc.
- Daniel B. KingEdward Jones
- Kimberly D. Kupka-CoonEdward Jones
- Steven R. LaneState Farm Investment Management Corp.
- Frank MamolaLPL Financial LLC
- Patricia MapelAmeriprise Financial Services, LLC
- Brenda O'RourkeEdward Jones · Chartered Financial Consultant
- David C. ProvenzanoAmeriprise Financial Services, LLC · Certified Financial Planner
- John M. PurznerAmeriprise Financial Services, LLC
Other cities in Oklahoma
All of Oklahoma →Tulsa 799Oklahoma City 581Edmond 220Norman 81Bartlesville 46Broken Arrow 43Enid 35Stillwater 33Owasso 29Yukon 26Lawton 25Jenks 22Bixby 19Midwest City 19Ponca City 19Muskogee 18Duncan 17Ardmore 14Nichols Hills 14Shawnee 14Claremore 13Durant 13Tahlequah 13McAlester 10
Questions
How many financial advisors are in Sand Springs, OK?
11 investment adviser representatives are registered at firm offices in Sand Springs, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Sand Springs?
Edward Jones, with 4 registered advisors in Sand Springs, followed by Ameriprise Financial Services, LLC with 3.
How do I check a financial advisor in Sand Springs?
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.