Donald Louis Ross

Employer firm

Bok Financial Securities, Inc. CRD 17530

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → Present
  Bokf, Na
  Tulsa, OK
• 06/1999 → Present
  Bok Financial Securities, Inc.
  Tulsa, OK

Other Businesses

Name: N/A Address: N/A Inv rel: N Start: N/A Position: Owner Nature of OBA: 1 rental property Hrs/mo: 0 Hrs/mo trade: 0 Description of duties: Make sure the debt payments are paid and insurance is paid

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-25
• S63 Uniform Securities Agent State Law Examination
  1994-10-06

Other Names

• Louie Ross
• Donald Ross