Angela Dawn Raley

Bok Financial Advisors

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Bok Financial Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

137 advisors

Number of Clients

3,179 clients

Average Client Portfolio

$263K average

Assets Under Management

$835.6M

Fee Structure

Minimum Investment:$1K

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.

Employment History

Current Registrations

Bok Financial Advisors

April 2024 - Present · 1 yr 10 mos

Bok Financial Securities, INC.Broker

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Hilltop Securities INC.

October 2023 - April 2024 · 6 mos

Hilltop Securities INC.Broker

May 2022 - April 2024 · 1 yr 11 mos

Bbva Securities INC.Broker

January 2017 - August 2021 · 4 yrs 7 mos

J.P. Morgan Securities LLCBroker

January 2016 - December 2016 · 11 mos

Bbva Securities INC.Broker

January 2014 - September 2014 · 8 mos

PNC InvestmentsBroker

May 2011 - September 2013 · 2 yrs 4 mos

State Registrations4 states

ARCAOKTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.