linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ashlyn Aurora Phelps

BOK Financial Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ashlyn? Claim Your Profile

About Ashlyn Aurora Phelps

Ashlyn Aurora Phelps is a registered investment advisor representative with BOK Financial Securities, Inc.. Ashlyn has been in the financial services industry since September 2023. She is registered in 30 states to offer securities and investment advisory services. Ashlyn holds the Series 7TO, Series 66, and SIE licenses. Ashlyn's specializations include retirement planning, mutual funds, variable annuities, fixed annuities, life insurance and long-term care insurance. Ashlyn is also the co-owner of Poppy + Prim, LLC, a wedding and event planning business.

Firm Information

Ashlyn Phelps is currently registered with BOK Financial Securities, Inc.. BOK Financial Securities, Inc. is a corporation formed on December 23, 1985, headquartered in Tulsa, Oklahoma. The firm provides financial planning, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer advice about securities in any manner not described above and provide selection of other advisers services. BOK Financial Securities, Inc. is registered with the SEC and in all 50 states, the District of Columbia, and the Virgin Islands. The firm has approximately 737 million dollars in assets under management.
BOK Financial Securities, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74102

$737.56M

Assets Under Management

Not reported

Total Clients

311

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

furnishes advice about securities in any manner not described above.

Furnishes advice about securities in any manner not described above.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ashlyn Phelps’s Registration & Firm History

OK

03/15/2024 - Present

BOK Financial Securities, Inc. (Tulsa OK)

Not sure if Ashlyn Aurora Phelps is right for you?

Licenses & Designations

BOTH

Issued 03/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashlyn Aurora Phelps.
Not sure if Ashlyn Aurora Phelps is right for you?