Larry R. Awbrey, CFP®, CIMA®, AIF®

Larry R. Awbrey, CFP®, CIMA®, AIF®

Financial Consultant

Phone: (405) 562-4527
Fax: (405) 562-4529
E-mail:


Education

  • Oklahoma City University, Bachelor of Science
  • Oklahoma City University, 24 hours, Masters of Business Administration
  • Investment Management Consultants Association (CIMA®)
  • College for Financial Planning, Denver, Colorado - CFP® Professional Education Program
  • Southern Methodist University - Graduate,
    Southwestern Graduate School of Banking
  • Center for Fiduciary Studies (AIF®)

Professional Experience

  • 30 years experience in serving high net worth individuals, families,
    and institutional clients utilizing a comprehensive wealth management approach.
  • Registered Principal and Investment Adviser Representative for Financial Network Investment Corporation
  • Executive Banking Experience -17 years

Professional Designations - Registrations and Licenses

  • CFP® Certificant, Certified Financial Planning Board of Standards, Inc.
  • Certified Investment Management Analyst (CIMA®)
  • Accredited Investment Fiduciary (AIF®)
  • Series 24 - General Securities Principal
  • Series 7 - General Securities Representative
  • Series 65 - Uniform Investment Advisor Law Exam 
  • Series 63 - Uniform Securities Agent State Law Exam
  • Oklahoma Resident Agent - Life,Health and Variable Insurance 

Organizations

  • Kingdom Advisors
  • Member - The Financial Planning Association
  • Member - Investment Management Consultants Association 
  • Member - Edmond Chamber of Commerce

Personal

  • Married
  • Active church leader and community volunteer