Leslie
Martin
Cavanal Hill Investment Management, Inc
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About this Advisor
Leslie Martin is a financial advisor operating out of Richardson, Texas, who has 11 years of relevant experience. Martin works at Cavanal Hill Investment Management, Inc. Throughout their career, they have worked at Cavanal Hill, Bok Financial Securities, Inc and Bokf, Na. Martin holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma and Texas. Cavanal Hill Investment Management, Inc is an advisory business that has its headquarters in Tulsa, OK. The investment advisory business has a total of 49 people on staff. It manages $10 billion in assets under management across its 2,223 client accounts, placing it among the biggest firms in the country by assets under management. Cavanal Hill Investment Management, Inc provides a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually vary depending on the financial services provided. However, fees charged by Cavanal Hill Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cavanal Hill Investment Management, Inc Brokerage Details
$9,643,156,437
49
2,223
$4,337,902
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Leslie Martin Work History
Leslie has been registered as a financial advisor for 11 years.*
Cavanal Hill
Bok Financial Securities, Inc
Bokf, Na
*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 Leslie Martin 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 Cavanal Hill Investment Management, Inc
Tulsa, OK
Tulsa, OK
Denver, CO
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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