The AAMS is for Accredited Asset Management Specialist, a professional designation provided by the College For Financial Planning for successfully completing required courses and tests.
LPL Financial is the nation's largest independent investment brokerage firm (as reported by Financial Planning Magazine, June 1996-2015, total revenue). Since 1994 I've been working to help my clients pursue their investment goals by providing investment management services, asset allocation strategies, IRA and retirement income planning, estate planning, life changes planning, 401k strategies and life insurance. For a complimentary portfolio review or simply a second opinion on any investments that may concern you, feel free to call me 405-285-7055.
Office: 15310 N. May Ave, Suite 100, Edmond (in The Reserve Office Park, 1/4 mile north of 150th and N. May)
Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member www.finra.org
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, FL, IN, KS, KY, MO, MS, OK, TX.
Check the background of investment professionals associated with this site on FINRAs BrokerCheck: https://brokercheck.finra.org
Services: Investment management services, tactical allocation strategies, client portfolio reviews, provide money management, 401k rollovers, financial planning estate planning, life changes planning.
Products: stocks, bonds, CDs, mutual funds, annuities, IRAs, life insurance, 401(k)s,profit sharing plans, SEPs Simple IRA plans, through LPL Financial.