Laura Bartlett-Armstrong, financial advisor Scottsdale AZ
93 score

Laura Bartlett-Armstrong

CRD Number: 1299248
Current Firm: Bok Financial Asset Management, Inc.

Laura Bartlett-Armstrong (CRD# 1299248) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Scottsdale, AZ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Mbm Advisors, Inc. Houston, TX Oct 2015 - Dec 2015 < 1
Cavanal Hill Investment Management, Inc. Tulsa, OK May 2013 - Dec 2015 2
Wells Fargo Phoenix, AZ Jul 2010 - May 2013 2
Nrp Financial, Inc. Bryan, OH Apr 2010 - Jul 2010 < 1
Nrp Advisors, Inc. Bryan, OH Apr 2010 - Jul 2010 < 1
Putnam Investments - Putnam Retail Management Boston, MA Aug 2005 - Jan 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Jul 1993
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Laura A. Bartlett-Armstrong
Phone Number: 713-228-6444
Registered State(s):
  • AZ
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    1,303
    MILLIONS
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $2,427,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, 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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