Laura Bartlett-ArmstrongCRD 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|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|
Total Assets Under Management1,303MILLIONS
Total Number of Accounts537ACCOUNTS
Average Account Value$2,427,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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