Rick Silman

Broken Arrow, OK

Verified Identity

Financial Advisor at

Edward Jones

Years of Experience

3 years

Average Client Size

$500,000

Member Since

2024

Allow Me to Introduce Myself

My journey as a financial advisor began after the passing of my father. It was in the moment of caring for my mother that we met with our family's financial advisor, and I discovered the importance of having a financial advocate to navigate through times of uncertainty. I was raised in Edmond, Okla...

Clientele

Retirees

Business Owners

Surviving Spouses

Corporate Executives

Services Provided

Retirement Planning

Tax Planning

Estate Planning Strategies

Investment Planning

Specialties and Expertise

Retirement Income

Tax Minimization Inv...

High Net Worth Planning

Portfolio Construction

Cash Flow Analysis

Credentials and Designations

MBA

Master of Business Administration

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Series 7

Series 7 - General Securities Representative Exam

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Pricing Models

AUM

Education

University of Oklahoma – Norman, Oklahoma

Master of Business Administration - Finance

Obtained in 2017

University of Oklahoma – Norman, Oklahoma

Bachelor of Business Administration - Energy Management and Finance

Obtained in 2009

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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