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Distance Only Tulsa, OK
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Adam Lodge (CRD# 5664094) is an Investment Advisor Representative working at Mariner Wealth in Tulsa, OK and has over 14 years of experience in the finance industry. Adam Lodge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Loeber (CRD# 1652902) is an Investment Advisor Representative working at Cg Advisory Services in Tulsa, OK and has over 37 years of experience in the finance industry.
Marilee Lonergan (CRD# 5327752) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tulsa, OK and has over 17 years of experience in the finance industry.
Jeremy Lott (CRD# 4084998) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tulsa, OK and has over 23 years of experience in the finance industry. Jeremy Lott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Roger Lovelady (CRD# 2540108) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Tulsa, OK and has over 29 years of experience in the finance industry.
Nathan Lovelle (CRD# 3153234) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 25 years of experience in the finance industry.
Mccrary Lowe (CRD# 2511221) is an Investment Advisor Representative working at Gibraltar Capital Management, Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.
Eric Lower (CRD# 5182854) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tulsa, OK and has over 17 years of experience in the finance industry.
Brett Loxterman (CRD# 4903799) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 11 years of experience in the finance industry.
Michael Lukchis (CRD# 4989618) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.