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3 advisors near 74301
Out of 400,000+ nationwide
Jason B
Series 63, Series 65
Vinita, OK
Cornerstone Wealth Management, LLC
Jason Benson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, Inc., and Oklahoma State Bank. Outside of advising, he serves as a volunteer firefighter and owns a farm where he sells hay. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, third-party managers, and algorithm-driven models to deliver tailored investment advice and manages a high client load through a multi-brand operating model supported by LPL platform programs and technology.
Mike V
Series 66
Langley, OK
Edward Jones
Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Steven T
Series 66
Vinita, OK
Edward Jones
Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.
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3 advisors near 74301
Out of 400,000+ nationwide