Melissa Kirtley, financial advisor Fort Worth TX

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 20 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Melissa M. Kirtley
Phone Number: 877-781-6889
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    960
    MILLIONS
  • Total Number of Accounts
    3,075
    ACCOUNTS
  • Average Account Value
    $312,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • 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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