Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Cripe is a financial advisor registered with Bok Financial Securities, Inc. with over 20 years of experience in the industry. Robert is a Series 7, Series 24, Series 53 and Series 63 licensed professional and holds the SIE designation. Robert is currently registered as a broker-dealer in 31 states. Prior to joining Bok Financial Securities, Inc., Robert was employed by CNBS and The Geneva Companies Inc. Robert specializes in providing financial advice and portfolio management services to individuals, corporations, and businesses.
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
KS
02/02/2007 - Present
BOK Financial Securities, Inc. (Overland Park KS)
KS
06/03/2003 - 01/31/2007
CNBS (OVERLAND PARK KS)
CA
05/23/2002 - 06/19/2003
THE GENEVA COMPANIES INC. (LAGUNA HILLS CA)
CA
01/22/2001 - 12/31/2001
THE GENEVA COMPANIES INC. (LAGUNA HILLS CA)
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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