Caleb Booth, financial advisor Tulsa OK
90 score

Caleb Booth

CRD Number: 6089777
Current Firm: Bok Financial Advisors

Caleb Booth (CRD# 6089777) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Tulsa, OK Jul 2012 - Current 4
Bank Of Oklahoma Tulsa, OK Oct 2011 - Current 5
Natc Research Beijing, Sep 2009 - Jun 2011 1
University Of Hawaii Honolulu, HI Aug 2008 - Sep 2009 1
Jd Mccarty Center Norman, OK Jan 2007 - Aug 2008 1
University Of Oklahoma Norman, OK Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Caleb Booth
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
90
Clean Record
This advisor has a clean track record with regulators.

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