Paul Boston, financial advisor Oklahoma City OK
88 score

Paul Boston

CRD Number: 4526749
Current Firm: Bok Financial Advisors

Paul Boston (CRD# 4526749) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Oklahoma City, OK Sep 2014 - Current 2
Bokf, Na Oklahoma City, OK Sep 2014 - Current 2
Bank Of Oklahoma Oklahoma City, OK Mar 2014 - Current 2
Happy State Bank & Trust Amarillo, TX Nov 2005 - Mar 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Paul B. Boston
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
88
Clean Record
This advisor has a clean track record with regulators.

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