Unclaimed Profile

Ronald Alonzo Roberson

BOSC, INC.·TULSA, Oklahoma

BOSC, INC.

ONE WILLIAMS CENTER, TULSA, OK 74172CRD# 501497Firm CRD# 17530

Profile Verification

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

Identity

Ronald Alonzo Roberson · TULSA, OK

Registration

CRD #501497 · BOSC, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Ronald Alonzo Roberson is a registered financial advisor based in TULSA, Oklahoma, affiliated with BOSC, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL ADVISORS

AUM

$738M

Regulatory assets under management

Employees

165

Total firm employees

View all advisors at BOK FINANCIAL SECURITIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 501497

Firm CRD# 17530

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald Alonzo Roberson offer?

Ronald Alonzo Roberson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Ronald Alonzo Roberson's credentials?

Ronald Alonzo Roberson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Alonzo Roberson located?

Ronald Alonzo Roberson is based in TULSA, Oklahoma, working with BOSC, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Ronald Alonzo Roberson charge for services?

Ronald Alonzo Roberson'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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