TrueAdvisor
TrueAdvisor
AR
AR

Ashley Micheal Rowland

Bok Financial Advisors
14 Years of Experience
Broker
View SEC Summary
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

499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK, 73102

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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 Securities, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Bok Financial Advisors
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Advisors LLCBroker
September 2022 - May 2023 · 8 mos
Cetera Investment Advisers LLC
November 2020 - May 2023 · 2 yrs 6 mos
First Allied Securities, INC.Broker
June 2018 - September 2022 · 4 yrs 3 mos
First Allied Advisory Services, INC.
June 2018 - November 2020 · 2 yrs 5 mos
AXA Advisors, LLC
November 2016 - March 2018 · 1 yr 4 mos
AXA Advisors, LLCBroker
November 2016 - March 2018 · 1 yr 4 mos
J.P. Morgan Securities LLC
March 2014 - November 2016 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
March 2014 - November 2016 · 2 yrs 8 mos
AXA Advisors, LLC
February 2013 - March 2014 · 1 yr 1 mo
AXA Advisors, LLCBroker
August 2011 - March 2014 · 2 yrs 7 mos
State Registrations1 state
OK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.