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Stephanie Lynne O'Halloran

BOK Financial Securities, Inc.

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About Stephanie Lynne O'Halloran

Stephanie Lynne O'Halloran is a registered representative with BOK Financial Securities, Inc. Stephanie is a licensed investment advisor in Oklahoma. Stephanie has been in the industry since 2011. Stephanie's previous experience includes roles at Hornor, Townsend & Kent, LLC and SII Investments, Inc.

Firm Information

Stephanie O'Halloran 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Stephanie O'Halloran’s Registration & Firm History

OK

09/20/2021 - Present

BOK Financial Securities, Inc. (Tulsa OK)

OK

06/28/2013 - 12/24/2019

HORNOR, TOWNSEND & KENT, LLC (TULSA OK)

OK

10/14/2011 - 05/24/2013

SII INVESTMENTS, INC. (TULSA OK)

KS

10/13/2010 - 06/02/2011

AXA ADVISORS, LLC (WICHITA KS)

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Licenses & Designations

IA

Issued 09/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Lynne O'Halloran.
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