Cameron
Bertelli
Bok Financial Securities, Inc
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About this Advisor
Cameron Bertelli is a chartered financial analyst operating out of Oklahoma City, Oklahoma who has 4 years of industry experience. Bertelli is on the advisory team at Bok Financial Securities, Inc. During their career, Bertelli has held roles at Bokf, Na, Boa, Morgan Stanley, Jenks, Bok Financial Securities, Inc, Air National Guard and University Of Oklahoma. Bertelli holds a Series 63 license, certifying them as a securities agent, and is registered to operate in Oklahoma. Bok Financial Securities, Inc is an advisory firm headquartered in Tulsa, OK. The firm has offices in 111 locations and a total of 155 advisors. It handles $739 million in total assets among its 3,217 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises five charitable organizations. Of its 3,217 client accounts, just 8% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a number of services, including 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. Fees for financial management usually depend on which service is provided. However, fees billed by Bok Financial Securities, Inc likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
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
Cameron Bertelli Work History
Cameron has been registered as a financial advisor for 4 years.*
Bokf, Na
Bok Financial Securities, Inc
Boa
Morgan Stanley
University Of Oklahoma
Air National Guard
Jenks
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cameron Bertelli 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
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Dallas, TX
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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