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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
Stacia Lykins (CRD# 2932455) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Tulsa, OK and has over 26 years of experience in the finance industry.
Jeffrey Mace (CRD# 4608679) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 21 years of experience in the finance industry. Jeffrey Mace 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.
Donna Maddox (CRD# 4058179) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 24 years of experience in the finance industry.
Gregory Mallett (CRD# 4167750) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Tulsa, OK and has over 23 years of experience in the finance industry.
Charles Maloy (CRD# 3243729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 24 years of experience in the finance industry.
Patricia Mapel (CRD# 5037978) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.
Robert Marcoux (CRD# 4857455) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tulsa, OK and has over 19 years of experience in the finance industry.
Brandy Marion (CRD# 4004116) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 24 years of experience in the finance industry.
Lance Martin (CRD# 2929603) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tulsa, OK and has over 26 years of experience in the finance industry.
Morgan Martin (CRD# 6488116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, OK and has over 7 years of experience in the finance industry.