William R. Tennant, Sr. CFP<sup>&reg;</sup> - Financial Advisor

William R. Tennant, Sr. CFP®

MBA, CPA,

Advisors Financial Group

4401-B S Peoria Ave
Tulsa, OK 74105
(918) 747-1178

General

William Tennant is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advisors Financial Group in Tulsa, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - MBA

Insurance Licenses

  • Life insurance: OK,TX
  • Health/disability insurance: OK,TX
  • Fixed annuities

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources