Larry
Anderson

Bok Financial Securities, Inc

CRD#3084294
Investment Advisor
in Richardson, TX

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About this Advisor

Larry Anderson is a financial advisor operating out of Richardson, Texas with a total of 1 year of relevant experience. Anderson works at Bok Financial Securities, Inc. Throughout their career, they have worked at Bonfire Kennels, First Southwest Company, International Assets Advisory, LLC, Hilltop Securities Inc, B. Riley Wealth Management, B. Riley Fbr, Inc, Megatel Capital Investment, Independent Contractor, Eckerd Enterprises LLC, Cloud 9 Pet Resort, Jp Morgan Chase, S.B. Value Partners, L.P, Bokf, Na and Bok Financial Securities, Inc. Anderson holds Series 66, Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, OK. The company has offices in 111 locations and a total of 155 employees. It oversees $739 million in assets under management between its 3,217 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 3,217 accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. The company has a broad assortment 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. Financial management fees depend on which services are provided. However, fees billed by Bok Financial Securities, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 65, Series 63

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

333 W. Campbell Rd. 4Th Floor
Richardson, TX 75080

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$739,298,341

TX Average: $681,523,814
Total Number of Employees

155

TX Average: 15
Total Number of Accounts

3,217

TX Average: 642
Average Account Size

$229,810

TX Average: $1,061,564

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

Larry Anderson Work History

Larry has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bokf, Na

2022 - Present (2 years)

Bok Financial Securities, Inc

2020 - 2020 (< 1 year)

Eckerd Enterprises LLC

2020 - 2021 (1 year)

Cloud 9 Pet Resort

2020 - 2020 (< 1 year)

Jp Morgan Chase

2020 - 2022 (2 years)

S.B. Value Partners, L.P

2019 - 2019 (< 1 year)

International Assets Advisory, LLC

2019 - 2019 (< 1 year)

Megatel Capital Investment

2019 - 2019 (< 1 year)

Independent Contractor

2018 - 2018 (< 1 year)

B. Riley Wealth Management

2018 - 2018 (< 1 year)

B. Riley Fbr, Inc

2016 - 2018 (2 years)

Hilltop Securities Inc

2010 - 2016 (6 years)

First Southwest Company

2009 - 2017 (8 years)

Bonfire Kennels

*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 Larry Anderson 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

Alex Goossen
Tulsa, OK
Britany Harmon
Tulsa, OK
John Zver
Houston, TX
Courtney Williams
Tulsa, OK
Thomas Ray
Fort Worth, TX
Sharon Cohen
Scottsdale, AZ
Rusty Jones
Oklahoma City, OK
Amy Woods
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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