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Financial Advisors in Norman, OK

How to choose a financial advisor in Norman

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Karman Scott

Financial Advisor

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Norman, OK

ProfileNo contact yet

John Harris

Financial Advisor

CONCURRENT INVESTMENT ADVISORS, LLC

Norman, OK

ProfileNo contact yet

James Graham

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Norman, OK

ProfileNo contact yet

Kirk Ingold

Financial Advisor

Ameriprise Financial Services, Llc

Norman, OK

ProfileNo contact yet
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