Angela
Raley
Bok Financial Securities, Inc
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About this Advisor
Angela Raley is a financial advisor based in Mckinney, Texas, working with Bok Financial Securities, Inc. Angela has previously held positions at State Farm, Jpmorgan Securities LLC, Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc, Jpmorgan Chase Bank, Hilltop Securities Inc, Accelerate Mortgage, Bok Financial Securities, Inc, and Bokf, Na. Angela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Angela is part of Bok Financial Securities, Inc, which operates out of Mckinney, Texas. 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
Angela Raley Work History
Bok Financial Securities, Inc
Bokf, Na
Hilltop Securities Inc
Accelerate Mortgage
Bbva Securities Inc
Compass Bank
Bbva Compass Insurance Agency, Inc
Jpmorgan Securities LLC
Jpmorgan Chase Bank
State Farm
Bbva Compass Insurance Agency, Inc
Bbva Securities Inc
Compass Bank
Disclosures
Please visit the SEC profile of Angela Raley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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