Melissa Kirtley, financial advisor Fort Worth TX
93 score

Melissa Kirtley

CRD Number: 3006670
Current Firm: Bok Financial Advisors

Melissa Kirtley (CRD# 3006670) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Ft. Worth, TX Mar 2009 - Current 7
Bank Of Texas Ft. Worth, TX Mar 2009 - Current 7
Citigroup Global Markets Inc. Fort Worth, TX Mar 2007 - Feb 2009 1
Banc Of America Investment Services, Inc. Ft. Worth, TX Mar 2001 - Mar 2007 6
Bank Of America, N.a. Ft. Worth, TX Aug 1997 - Mar 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Melissa M. Kirtley
Phone Number: 877-781-6889
Registered State(s):
  • TX
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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