Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lambright is an investment advisor representative at BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. Robert is a registered investment advisor in several states and has been working in the financial services industry since 2004. Robert has a strong background in financial planning, portfolio management, and investment advice. Robert is dedicated to helping clients reach their financial goals and has a proven track record of success.
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.
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2
OK
01/04/2011 - Present
BOK Financial Securities, Inc. (TULSA OK)
OK
07/21/2005 - 01/04/2011
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
NY
06/21/2004 - 08/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined 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 06/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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