Teddy Slate (CRD# 5877505) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 9 years of experience in the finance industry.
CRD# 6805568
Edward Jones
CRD# 1553730
Financial Security Investment Management Corporaton
CRD# 5339011
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bosc, Inc. | Tulsa, OK | Jul 2014 - Current | 6 |
| Bokf, Na | Tulsa, OK | Jul 2014 - Current | 6 |
| Edward Jones | Saint Louis, MO | Oct 2011 - Jul 2014 | 2 |
| Edward Jones | St Louis, MO | Jan 2011 - Sep 2011 | < 1 |
| Bank Of Oklahoma | Tulsa, OK | Jun 2005 - Dec 2010 | 5 |
| Home Depot | Jenks, OK | Sep 2005 - Sep 2006 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management755MILLIONS
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Total Number of Accounts2,650ACCOUNTS
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Average Account Value$285,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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