Myles Linhares

Myles Linhares Email and Phone Number

Assistant Vice President, Financial Planning @ Argent Trust Oklahoma (formerly AmeriTrust)
Tulsa, OK, US
Myles Linhares's Location
Tulsa Metropolitan Area, United States
Myles Linhares's Contact Details

Myles Linhares work email

Myles Linhares personal email

n/a
About Myles Linhares

I hold ten years of financial planning experience at startup and Fortune 500 companies within the financial services industry. Most notably, I have a proven track record of client retention/relationship management, influencing leadership and other colleagues with trading and investments knowledge, and mentoring junior colleagues to help grow their careers. Overall, I am most passionate about helping individuals and families prepare financially for their future. My career goal is to become a Certified Financial Planner by obtaining my CFP® certification. In the meantime, I hold an active Series 65 license.

Myles Linhares's Current Company Details
Argent Trust Oklahoma (formerly AmeriTrust)

Argent Trust Oklahoma (Formerly Ameritrust)

View
Assistant Vice President, Financial Planning
Tulsa, OK, US
Website:
argentfinancial.com
Employees:
249
Myles Linhares Work Experience Details
  • Argent Trust Oklahoma (Formerly Ameritrust)
    Assistant Vice President, Financial Planning
    Argent Trust Oklahoma (Formerly Ameritrust)
    Tulsa, Ok, Us
    View
  • Argent Trust Oklahoma (Formerly Ameritrust)
    Financial Planning Analyst
    Argent Trust Oklahoma (Formerly Ameritrust) Jul 2021 - Present
    Tulsa, Oklahoma, United States
    View
  • Ameritrust
    Financial Planning Analyst
    Ameritrust Jul 2021 - Present
    Tulsa, Oklahoma, United States
    View
  • Stonebridge Financial Group
    Paraplanner
    Stonebridge Financial Group Feb 2020 - Mar 2021
    Dallas-Fort Worth Metroplex
  • Bannerman Wealth Management Group, Llc
    Client Services Associate
    Bannerman Wealth Management Group, Llc Nov 2018 - Jan 2020
    Dallas/Fort Worth Area
    View
  • Fidelity Investments
    High Net Worth Trader
    Fidelity Investments Oct 2017 - May 2018
    Dallas/Fort Worth Area
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Nov 2015 - Oct 2017
    Dallas/Fort Worth Area
  • Various
    Financial Services Consultant
    Various May 2014 - Oct 2015
    Dallas/Fort Worth Area
  • Liberty Bank
    Personal Banker
    Liberty Bank Sep 2013 - Apr 2014
    Alton, Il
  • Bbva Compass
    Branch Associate
    Bbva Compass Jul 2012 - May 2013
    Lubbock, Tx
    View
  • Jeff Hicks, Cfp
    Intern
    Jeff Hicks, Cfp May 2009 - Aug 2009
    Alton, Il

Myles Linhares Education Details

Frequently Asked Questions about Myles Linhares

What company does Myles Linhares work for?

Myles Linhares works for Argent Trust Oklahoma (Formerly Ameritrust)

What is Myles Linhares's role at the current company?

Myles Linhares's current role is Assistant Vice President, Financial Planning.

What is Myles Linhares's email address?

Myles Linhares's email address is my****@****oup.com

What schools did Myles Linhares attend?

Myles Linhares attended Texas Tech University.

Who are Myles Linhares's colleagues?

Myles Linhares's colleagues are Michael Lanese, Joni Mabry, Blair Hull, Frank Hosse, Tamekia Hester, Amy Rhodes, Kenny Burns.

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