Financial Advisor@ Edward Jones
Tulsa, Oklahoma, United States
T Casey Loper
GET FULL PROFILE 
Northeastern State University
Real-Time AI Research
FlashIntel GPT
Tell me more about T Casey Loper?
FlashIntel GPTT Casey Loper is a highly experienced Financial Advisor with over 20 years of work experience. He specializes in retirement planning, wealth management, and strategic financial planning. Currently, he works at Edward Jones in Tulsa, Oklahoma. Prior to that, he worked at Bank of America in Charlotte, North Carolina as a Personal Banker. T Casey Loper is skilled in asset allocation, fixed annuities, and portfolio management.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Financial Advisor at Edward Jones
Work Experience
Financial Advisor
Financial Services
T Casey Loper's Professional Milestones
- Financial Advisor (2006-12-01~): Guided clients in achieving their financial goals efficiently through strategic financial planning and analysis.
- Personal Banker (2003-01-01~2006-08-01): Established strategic partnerships and expanded client base, resulting in substantial revenue growth and reputable services.
Education
Financial Management,
Finance,
Bachelors,
Bachelor Of Business Administration
2002-2007Skill
Retirement Planning
Series 7
Wealth Management
Retirement
Mutual Funds
Strategic Financial Planning
Investments
Investment Advisory
Asset Allocation
Fixed Annuities
Financial Advisory
Series 63
Investment Strategies
Portfolio Management
Uniform Combined State Law
Estate Planning
Securities
Iras
Asset Management
401k
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named T Casey Loper
Frequently asked questions
We found 5 T Casey Loper's phone numbers
T Casey Loper's social media include: Linkedin,
T Casey Loper works for Edward Jones
T Casey Loper's role in Edward Jones is Financial Advisor
T Casey Loper works in the industry of Financial Services
T Casey Loper's colleagues are Barrett Feltmeier,Erika Gish,Sean Hawksford
T Casey Loper's latest job experience is Financial Advisor at Edward Jones
T Casey Loper's latest education in Northeastern State University
