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Investment Services

Investment Services Representatives

Whatever your goals, you want investments with the potential to grow and build long-term wealth. Our experienced Investment Services Representatives work with you to create and maintain a diversified investment portfolio that helps you best reach those goals.

Find a Representative Near You.

East First Investment Services, counseled by Registered Representatives, Investment Adviser Representatives and Insurance Representatives, operate in all East First banking centers. Services are available at other East First Bank locations by appointment.

William Wilkes

CMFC®, CRPC®, AAMS®

Servicing the Phoenix Metro Area and Colorado

Phone: 602.801.5151

Contact William

Steve Johnson

CRC®, CWS®,

Servicing the Phoenix Metro Area

Phone: 602.801.5152

Contact Steve

Larry Ellis

Servicing the Oklahoma City Metro Area

Phone: 405.767.7550

Contact Larry

David Weston

CRPC®

Servicing the Oklahoma City Metro Area

Phone: 405.767.7554

Contact David

Renee Collingwood

CFP®, CRPC®,

Servicing Altus, Anadarko, Chickasha, El Reno, Weatherford and Woodward

Phone: 580.254.5332

Contact Renee

Brittany Armer

Servicing the Tulsa Metro Area

Phone: 918.293.6888

Contact Brittany

Joseph H. George

MBA

Servicing the Houston Metro Area

Phone: 346.440.8927

Contact Joseph

Disclosure

We want you to know that investment products offered by East First Investment Services are:

NOT FDIC-INSURED * May Lose Value * Not Bank Guaranteed * Not a Deposit * Not Insured by any Federal Government Agency

Securities and Insurance Products are offered through Cetera Investment Services LLC, (doing business in CA as CFG STC Insurance Agency LLC) Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with East First Bank or its affiliates.

All electronic communications and any attachments, both incoming and outgoing, both internal and external and both of a professional or personal nature, per FINRA Rule 2210, will be reviewed by a Principal of the broker/dealer and will be a permanent record and retained for a minimum of three years.

Registered office:
501 NW Grand Blvd.
Oklahoma City, OK 73118
887.234.4366

East First Investment Services representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of, an offer to purchase brokerage services to persons outside of the United States. View Cetera privacy policy, business continuity plan and other important information.

Check the background of this investment professional on FINRA's BrokerCheck.