Lisa Shannon, financial advisor Oklahoma City OK
93 score

Lisa Shannon

CRD Number: 4556235
Current Firm: Bok Financial Advisors

Lisa Shannon (CRD# 4556235) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Oklahoma City, OK Mar 2008 - Current 8
Bank Of Oklahoma Oklahoma City, OK Mar 2008 - Current 8
Federal Reserve Bank Of Kansas Kansas City, MO Mar 2007 - Feb 2008 < 1
Accountemps Oklahoma City, OK Nov 2006 - Feb 2007 < 1
Unemployed Oklahoma City, OK Aug 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Lisa E. Shannon
Phone Number: 877-781-6889
Registered State(s):
  • OK
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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