Patti RobertsonCRD Number: 1780357
Current Firm: Cavanal Hill Investment Management, Inc.
Patti Robertson (CRD# 1780357) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|Cavanal Hill Investment Management, Inc.||Tulsa, OK||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management7,548MILLIONS
Total Number of Accounts811ACCOUNTS
Average Account Value$9,307,047
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients