Cameron Joseph Bertelli

CFA

Bok Financial Advisors

6 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

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.

Employment History

Current Registrations

Bok Financial Securities, INC.Broker

September 2019 - Present · 6 yrs 5 mos

Bok Financial Advisors

May 2019 - Present · 6 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.