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Kayla Jo Smiley

Bok Financial Private Wealth, INC.
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Bok Financial Private Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
733 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee

Location

5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bok Financial Private Wealth, INC.
October 2019 - Present · 6 yrs 4 mos
Bok Financial Securities, INC.Broker
March 2011 - Present · 14 yrs 11 mos
Bok Financial Advisors
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Amerivest Investment Management, LLC
July 2010 - March 2011 · 8 mos
TD Ameritrade, INC.
July 2010 - March 2011 · 8 mos
TD Ameritrade, INC.Broker
October 2009 - March 2011 · 1 yr 5 mos
AXA Advisors, LLC
September 2009 - October 2009 · 1 mo
AXA Advisors, LLCBroker
July 2009 - October 2009 · 3 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.