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Andrew K. Locke

Financial Planner, CPA at Tulsa Wealth Advisors I Raymond James
Intro Book
Seasoned financial professional with expertise in accounting, finance, and financial planning.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Finance
  • Financial Planning
  • Accounting
  • Securities
  • Financial Analysis
  • Show all
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Bio

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Andrew K. Locke is a seasoned financial professional with 23 years of experience in accounting, finance, and financial planning. He holds a Bachelor of Science degree in Accounting from Oral Roberts University and is a Certified Public Accountant. Locke has worked as a Financial Planner, CPA, and Controller, providing expertise in finance, tax, and small business management. He is also an Accredited Investment Fiduciary.

Credentials

  • Accredited Investment Fiduciary
    Fi360, A Broadridge company
    Feb, 2021
    - Apr, 2026
  • Certified Public Accountant
    Oklahoma Accountancy Board
    Jan, 2001
    - Apr, 2026

Experience

  • Tulsa Wealth Advisors I Raymond James
    • Tulsa, Oklahoma Area
    • Financial Planner, CPA
      • Jul 2007 - Present
      • Tulsa, Oklahoma Area

      Tulsa Wealth Advisors is not a registered broker-dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

  • Locke & Associates
    • Certified Public Accountant, Partner
      • May 2001 - Present

      Corporate Tax, Non-profit Tax, Individual Tax

  • MicahTek
    • Broken Arrow, OK
    • Controller
      • Jun 1998 - Jul 2001
      • Broken Arrow, OK

Education

  • 1994 - 1997
    Oral Roberts University
    Bachelor of Science (B.S.), Accounting
  • 1994 - 1997
    Oral Roberts University
    Bachelor of Science (B.S.), Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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