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Billy Bob King

Cavanal Hill Investment Management, Inc.

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About Billy Bob King

Billy Bob King is an investment advisor representative with Cavanal Hill Investment Management, Inc. Billy Bob has been in the industry since 1996 and has registrations in 51 states and the District of Columbia. Billy Bob specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Billy Bob has over 20 years of experience in the financial industry, and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Billy King is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

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

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Billy King’s Registration & Firm History

OK

02/03/2015 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

OK

01/07/2013 - 12/19/2016

BOK FINANCIAL SECURITIES, INC. (TULSA OK)

KS

01/18/2012 - 12/19/2012

IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)

KS

07/11/1996 - 12/19/2012

WADDELL & REED, INC. (OVERLAND PARK KS)

KS

06/27/2003 - 11/23/2009

IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 08/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Billy Bob King.
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