Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Ann Achor is a registered representative with BOK Financial Securities, Inc., operating out of their Little Rock, AR office. Phyllis has been in the financial industry since October 1999 and has worked with several other firms prior to joining BOK Financial Securities, Inc., including SWBC Investment Services, LLC, NFP Securities, Inc., T. J. Raney & Sons, Inc. - BD, and Stephens Inc. Phyllis specializes in providing financial advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
06/08/2010 - Present
BOK Financial Securities, Inc. (Little Rock AR)
AR
08/27/2009 - 03/17/2010
SWBC INVESTMENT SERVICES, LLC (LITTLE ROCK AR)
AR
10/05/2004 - 11/06/2009
NFP SECURITIES, INC. (LITTLE ROCK AR)
AR
07/24/2002 - 12/31/2004
T. J. RANEY & SONS, INC. - BD (LITTLE ROCK AR)
AR
06/22/1998 - 01/30/2001
STEPHENS INC. (LITTLE ROCK AR)
AR
01/14/1998 - 06/01/1998
STEPHENS INC. (LITTLE ROCK AR)
IA
Issued 11/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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