James A. Tolbert

James takes a personalized approach to each client based on their ongoing needs. He uses various fixed income and equity related vehicles to look for a comprehensive approach to meet clients' ongoing life goals. 

With over four decades of experience, James holds his series 7, 63, 65 and SIE. He is a proud graduate of Oklahoma State University.  

James is an active member of his community, working with Youth Rodeo Camps as well as the Caney Creek Cowboy Church. 

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