Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Tulsa, OK
Every SEC-registered investment adviser representative at a Corient office in Tulsa, A to Z.
16 registered advisors work at Corient in Tulsa, out of 655 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Tulsa, A to Z
Every Corient advisor →- Jonathan D. AlthageInvestment adviser rep
- George A. BrownInvestment adviser rep
- Catherine H. CrismonCertified Financial Planner
- Kelcy T. FloresCertified Financial Planner
- Keith C. GoddardChartered Financial Analyst
- Joseph A A. Hawes Jr.Investment adviser rep
- Conner J. JohnsonCertified Financial Planner
- Jason T. PercyInvestment adviser rep
- Bradley S. PriestInvestment adviser rep
- Courtney E. RuebInvestment adviser rep
- Hayden E. SiegfriedCertified Financial Planner
- Steven SorannoChartered Financial Analyst
- Jeremy A. TravisInvestment adviser rep
- Jamie L. WilsonInvestment adviser rep
- Catherine B. YoungInvestment adviser rep
- Linda A. YoungerInvestment adviser rep
Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient advisors in other cities
New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17
Other firms in Tulsa
All Tulsa advisors →Morgan Stanley 73Merrill Lynch, Pierce, Fenner & Smith Incorporated 55Bok Financial Securities, Inc. 45Edward Jones 43LPL Financial LLC 40Cetera Investment Advisers LLC 28Cavanal Hill Investment Management, Inc. 24Arvest Wealth Management 23State Farm Investment Management Corp. 23Mariner 21Osaic Wealth, Inc. 20Ameriprise Financial Services, LLC 19
Questions
How many financial advisors does Corient have in Tulsa?
16 investment adviser representatives are registered at Corient offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Tulsa?
Corient ranks number 14 in Tulsa by registered advisors; Morgan Stanley has the most, with 73.
How do I check a Corient advisor in Tulsa?
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 Corient 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.