Senior Vice President and Chief Operating Officer · BOK Financial Private Wealth, Inc.
Carrie C. Porter
CRD 4970612 · Named on Form ADV at one SEC-registered adviser
At a glance
BOK Financial Private Wealth, Inc., an SEC-registered wealth manager based in Denver, CO with $3.7 billion in regulatory assets, lists Carrie C. Porter on its Form ADV as Senior Vice President and Chief Operating Officer, a control person.
Firms and roles
- BOK Financial Private Wealth, Inc.Senior Vice President and Chief Operating OfficerWealth manager · Denver, CO · $3.7B in regulatory assets
AtlasMembers
Carrie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (6)
- Gregory A. WheelerChief Executive Officer, BOK Financial Private Wealth, Inc.
- Scott Bradley GrauerChairman, BOK Financial Private Wealth, Inc.
- Clint S. DishmanSenior Vice President and Manager, Strategic Investment Advisors, BOK Financial Private Wealth, Inc.
- Bryan N. PetryTreasurer and Tax Officer, BOK Financial Private Wealth, Inc.
- Ryan M. FlippoChief Compliance Officer, BOK Financial Private Wealth, Inc.
1 more person named with Carrie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carrie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.