Melissa KirtleyCRD 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 20 years of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Charles Schwab & Company, Inc.
|Bok Financial Securities, Inc.||Fort Worth, TX||Mar 2009 - Current||13|
|Bokf, Na||Fort Worth, TX||Mar 2009 - Current||13|
|Bok Financial Private Wealth, Inc.||Denver, CO||Aug 2019 - Dec 2020||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management960MILLIONS
Total Number of Accounts3,075ACCOUNTS
Average Account Value$312,138
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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