Financial advisors in Ponca City, OK

21 advisors

Adam Ferguson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Brett Biddinger
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Caitlyn Fox
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Carl Coates
Financial advisor at Ccr Investment Advisers, LLC
Ccr Investment Advisers, LLC · $55.8M AUM
Verified
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Casey Green
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Craig Poet
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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David Baskin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Emily Maddux
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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George Ferguson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Gerald Corbin
Financial advisor at Ccr Investment Advisers, LLC
Ccr Investment Advisers, LLC · $55.8M AUM
Verified
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Jason Bivin
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
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Jodi Cline
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Judy Eckholt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kevin Florer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Lisa Reed
Financial advisor at Ccr Investment Advisers, LLC
Ccr Investment Advisers, LLC · $55.8M AUM
Verified
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Mark Maddux
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Mary Maddux
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Melinda McCormick
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Patrick Mulligan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Shaun Searle
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Skyler Conway
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Ponca City, OK

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Ponca City, OK.

How this list works

Before you hire an advisor in Ponca City, OK