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 based in Richardson, Texas, working with Bok Financial Securities, Inc. Larry has previously held positions at Bonfire Kennels, First Southwest Company, Hilltop Securities Inc, Megatel Capital Investment, B. Riley Wealth Management, B. Riley Fbr, Inc, International Assets Advisory, LLC, 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. Larry has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Larry is part of Bok Financial Securities, Inc, which operates out of Richardson, 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

Series 66, Series 65, Series 63

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

$737,556,409

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

165

TX Average: 15
Total Number of Accounts

3,101

TX Average: 642
Average Account Size

$237,845

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

2022 - Present (3 years)

Bokf, Na

2022 - Present (3 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)

Megatel Capital Investment

2019 - 2019 (< 1 year)

International Assets Advisory, LLC

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

Created with Highcharts 6.0.7

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

Marshea Lewis
Bartlesville, OK
Rebecca Parrish
Tulsa, OK
William Bowers
Oklahoma City, OK
Daniel Sprusansky
Fort Worth, TX
Heath Demarcy
Muskogee, OK
Brett Proctor
Tulsa, OK
Ashlyn Phelps
Tulsa, OK
Jessica Jones
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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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