Morris Hatley, financial advisor Avon CO
93 score

Morris Hatley

CRD Number: 1170285
Current Firm: Bok Financial Advisors

Morris Hatley (CRD# 1170285) is an Investment Advisor Representative working at Bok Financial Advisors in Avon, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Oklahoma City, OK Jul 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Contact Info for Morris L. Hatley
Phone Number: 877-781-6889
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $337,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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