Elizabeth Kramer, financial advisor Houston TX
93 score

Elizabeth Kramer

CRD Number: 3124012
Current Firm: Bok Financial Advisors

Elizabeth Kramer (CRD# 3124012) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Houston, TX Jun 2015 - Current 1
Bokf, Na Houston, TX Jun 2015 - Current 1
Wells Fargo Advisors, LLC Houston, TX Nov 2012 - May 2015 2
Compass Bank Houston, TX Nov 2010 - May 2015 4
Bbva Compass Investment Solutions, Inc. Houston, TX Jun 2011 - Nov 2012 1
Primevest Financial Services, Inc. St. Cloud, MN May 2010 - Nov 2010 < 1
Whitney Bank Houston, TX Jul 2009 - Nov 2010 1
Wachovia Securities, LLC Houston, TX Dec 2007 - May 2009 1
Wachovia Bank, N.a. Houston, TX Oct 2007 - May 2009 1
Suntrust Investment Services,inc. Atlanta, GA Nov 2006 - Oct 2007 < 1
Suntrust Bank Charleston, SC Oct 2006 - Oct 2007 1
Abn Amro/lasalle Bank Chicago, IL Jan 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Elizabeth S. Kramer
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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