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Arthur Donald Jr Robb

BOSC, INC.·TULSA, Oklahoma
SIE, Series 1, Series 5, Series 7, Series 24, Series 52, Series 53, Series 63BOSC, INC.
ONE WILLIAMS CENTER, TULSA, OK 74172CRD# 501074Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Donald Jr Robb · TULSA, OK
Registration
CRD #501074 · BOSC, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 5
Series 7
Series 24
Series 52
Series 53
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
BOK FINANCIAL SECURITIES, INC.
CRD 17530 · SEC 801-53600
AUM
$738M
Regulatory assets under management
Employees
165
3,101 client accounts
Services offered by BOK FINANCIAL SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BOK FINANCIAL SECURITIES, INC. →
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04

Frequently Asked Questions

What services does Arthur Donald Jr Robb offer?
Arthur Donald Jr Robb specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Arthur Donald Jr Robb's credentials?
Arthur Donald Jr Robb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Donald Jr Robb located?
Arthur Donald Jr Robb is based in TULSA, Oklahoma, working with BOSC, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Arthur Donald Jr Robb charge for services?
Arthur Donald Jr Robb's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSC, INC.?
BOSC, INC. has approximately 165 employees and manages $738M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
OKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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