Ashlyn
Phelps
Bok Financial Securities, Inc
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About this Advisor
Ashlyn Phelps is a financial advisor based in Tulsa, Oklahoma, working with Bok Financial Securities, Inc. Ashlyn has previously held positions at Bok Financial, Benveo, Lifetime Fitness, Sunglass Hut, Butler Community College, University Of Arkansas, Bok Financial Securities, Inc, and Bokf, Na. Ashlyn has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Ashlyn is part of Bok Financial Securities, Inc, which operates out of Tulsa, Oklahoma. The firm has 109 offices and 165 employees. The firm manages assets totaling $737.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Bok Financial Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$737,556,409
165
3,101
$237,845
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ashlyn Phelps Work History
Bok Financial Securities, Inc
Bokf, Na
Bok Financial
Benveo
Lifetime Fitness
University Of Arkansas
Sunglass Hut
Butler Community College
Disclosures
Please visit the SEC profile of Ashlyn Phelps to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bok Financial Advisors
Tulsa, OK
Tulsa, OK
Fort Worth, TX
Dallas, TX
Tulsa, OK
Tulsa, OK
Oklahoma City, OK
Oklahoma City, OK
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