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Boston Cole Harris

Investment Adviser Representative at PLAN GROUP FINANCIAL, INC.

Oklahoma City, OKCRD #8156008Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Oklahoma
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/13/2025
SIE
Securities Industry Essentials Examination
Passed 2/14/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

PLAN Group Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PLAN GROUP FINANCIAL, INC.Current
10/13/2025Oklahoma City, OK

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Boston Cole Harris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Boston Cole Harris - Financial Advisor in Oklahoma City, OK | AdvisorFinder