Amy Woods (CRD# 7205328) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 3 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bok Financial Securities, Inc. | Tulsa, OK | Apr 2022 - Current | 1 |
Bokf, Na | Tulsa, OK | Apr 2022 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa, OK | Nov 2021 - Apr 2022 | < 1 |
Bank Of America N.a. | Tulsa, OK | Nov 2021 - Apr 2022 | < 1 |
Equitable Advisors | New York, NY | Sep 2020 - Nov 2021 | 1 |
Edward Jones | St. Louis, MO | Dec 2019 - Aug 2020 | < 1 |
Paycom | Tulsa, OK | Dec 2016 - Oct 2019 | 2 |
Rowland Group | Tulsa, OK | Nov 2016 - Dec 2016 | < 1 |
Patriot Construction | Broken Arrow, OK | Oct 2016 - Dec 2016 | < 1 |
Thermal Specialties | Tulsa, OK | Jun 2013 - Oct 2016 | 3 |
Oklahoma State University | Stillwater, OK | Aug 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2020 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- OK
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Total Assets Under Management739MILLIONS
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Total Number of Accounts3,217ACCOUNTS
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Average Account Value$229,810
- 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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