Unclaimed Profile

James Robert Lane

BOSC, INC.·TULSA, Oklahoma

SIE, Series 7, Series 24, Series 53, Series 63, Series 65Clean record28 years registeredBOSC, INC.

ONE WILLIAMS CENTER, TULSA, OK 74172CRD# 1412345Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Robert Lane · TULSA, OK

Registration

CRD #1412345 · BOSC, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSC, INC.

BOK FINANCIAL ADVISORS

Sep 1997 – Jan 2014

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · September 15, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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. →

Introduction

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Frequently Asked Questions

What services does James Robert Lane offer?

James Robert Lane specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are James Robert Lane's credentials?

James Robert Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Robert Lane located?

James Robert Lane is based in TULSA, Oklahoma, last registered with BOSC, INC..

How does James Robert Lane charge for services?

James Robert Lane'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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