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Don Lake, Jr. CSSC Associate 3033 NW 63rd Street, Suite 201E Oklahoma City, OK 73116 405.840.1611 (Phone) 405.840.2611 (Fax) contact me Don Lake, Jr. began his career over 35 years ago as a life and health agent. He has numerous marks and professional designations. He obtained his Series 7 License and became a Registered Investment Advisors in 1986. He received the mark of Certified Financial Planner (CFP) from the College for Financial Planning, Denver, in 1988. He received his Series 24 Securities Compliance Certificate in 1989. He received the certificate of Certified Structured Settlement Consultant (CSSC) in 1994 from NSSTA, in cooperation with University of Notre Dame. He provides continuing education credit education for licensed adjusters in Oklahoma and Texas, Certified Public Accountants, and mandatory continuing education credits for members of the Oklahoma Bar. His consultation experience includes tort, medical malpractice, workers compensation, marriage dissolution, child support, and employee discrimination. His service includes life care plan pricing, competitive quotes, and prompt service. His administrative staff provides professional assistance with closing documents on all cases. << return to meet people |
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