Carla Bailey is a CFP-designated registered investment advisor, based in Tulsa, OK, with 19 years of industry experience.
Location
6305 E 120th Ct, Suite J, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carla operates Journey Oak Financial as a DBA for her LPL business, dedicating nearly full-time hours during securities trading. She also operates Security Investment & Retirement Services as a DBA for her LPL business through Security Bank, spending about a quarter of her time, with 32 hours during securities trading.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations17 states
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