Amy Woods, financial advisor Tulsa OK

Amy Woods

CRD Number: 7205328
Current Firm: Bok Financial Advisors

Amy Woods (CRD# 7205328) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry.

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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
Eskimo Joes Promotional Products Stillwater, OK May 2012 - Jun 2013 1
Walgreens Stillwater, OK Oct 2012 - May 2013 < 1
Rogers State University Claremore, OK May 2009 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Amy C. Woods
Phone Number: 877-781-6889
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    960
    MILLIONS
  • Total Number of Accounts
    3,075
    ACCOUNTS
  • Average Account Value
    $312,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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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