Phyllis Achor, financial advisor Little Rock AR

Phyllis Achor

CRD Number: 1465724
Current Firm: Bok Financial Advisors

Phyllis Achor (CRD# 1465724) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Bok Financial Securities, Inc. Little Rock, AR Jun 2010 - Current 13
Bokf, Na Little Rock, AR Jun 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Phyllis A. Achor
Phone Number: 877-781-6889
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    739
    MILLIONS
  • Total Number of Accounts
    3,217
    ACCOUNTS
  • Average Account Value
    $229,810
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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