Stifel, Nicolaus & Company, Incorporated

Epic Wealth Management, located in Oklahoma City, offers a comprehensive approach to financial planning that prioritizes understanding clients' entire lives, not just their finances. The firm specializes in providing tailored solutions for business owners, families, and family offices, ensuring that each client receives personalized advice that aligns with their unique goals and circumstances. Established in 1962, Epic Wealth Management is part of Raymond James, one of the largest independent financial services companies in the country. Their commitment to applying proven expertise effectively helps clients navigate the complexities of wealth management and investment opportunities. Generated from the website

Securities America, now operating under the name Osaic, offers a variety of securities and investment advisory services through its subsidiaries, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC. The firm is a registered broker-dealer and investment adviser, ensuring compliance with industry standards as a member of FINRA and SIPC. Osaic Wealth Inc. functions independently from other entities and marketing names mentioned, while a selection of advisory services is provided through affiliated firms like Arbor Point Advisors LLC and Ladenburg Thalmann Asset Management Inc. The company emphasizes transparency and remains committed to providing information and advice as a courtesy to its clients. Generated from the website

LPL Financial in Edmond, OK is a financial services firm that offers investment and wealth management solutions to individuals and businesses. With a focus on providing personalized financial guidance, LPL Financial helps clients navigate the complexities of the financial markets and plan for their long-term financial goals. Generated from their business information