Kory Allsop, financial advisor Tulsa OK

Kory Allsop

CRD Number: 4387026
Current Firm: Arvest Wealth Management

Kory Allsop (CRD# 4387026) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Wealth Management Tulsa, OK Mar 2020 - Current 2
Bok Financial Securities, Inc. Tulsa, OK Feb 2015 - Mar 2020 5
Bokf, Na Tulsa, OK Feb 2015 - Mar 2020 5
Bank Of Oklahoma Tulsa, OK May 2010 - Feb 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Kory A. Allsop
Phone Number: 888-916-2121
Registered State(s):
  • AR
  • KS
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    3,042
    MILLIONS
  • Total Number of Accounts
    7,844
    ACCOUNTS
  • Average Account Value
    $387,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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