Natalie McCarthyCRD Number: 6147084
Current Firm: Bok Financial Advisors
Natalie McCarthy (CRD# 6147084) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 4 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|Bokf, Na.||Tulsa, OK||Nov 2014 - Current||3|
|Bosc, Inc.||Tulsa, OK||Nov 2014 - Current||3|
|Unemployed||Tulsa, OK||Jul 2014 - Oct 2014||< 1|
|Daniel Babitz||St. Louis, MO||Oct 2013 - Jun 2014||< 1|
|Northwestern Mutual Investment Services, LLC||St. Louis, MO||Mar 2013 - Jun 2014||1|
|Alan E Robbins||St. Louis, MO||Feb 2013 - Jun 2014||1|
|Alan E Robbins||St. Louis, MO||Dec 2012 - Feb 2013||< 1|
|Siue||Edwardsville, IL||Jan 2011 - Dec 2012||1|
|Unemployed||Edwardsville, IL||Sep 2010 - Dec 2010||< 1|
|Fluidmaster, Inc.||San Juan Capistrano, CA||Nov 2008 - Aug 2010||1|
|Apple One||Irvine, CA||Jan 2008 - Nov 2008||< 1|
|Unemployed||Hesperia, CA||Aug 2007 - Dec 2007||< 1|
|Sc Engineers||Rancho Santa Margarita, CA||Mar 2007 - Jul 2007||< 1|
|Unemployed||San Diego, CA||Jan 2007 - Feb 2007||< 1|
|Southwest Engineering||Hesperia, CA||Dec 2003 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management784MILLIONS
Total Number of Accounts2,180ACCOUNTS
Average Account Value$359,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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