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LB

Leah Beth Collette

Investment Adviser Representative at BOK FINANCIAL PRIVATE WEALTH, INC.

Fort Worth, TXCRD #4651202Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/9/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 5/1/2025
Series 66
Uniform Combined State Law Examination
Passed 2/28/2006
Series 7
General Securities Representative Examination
Passed 3/21/2025
SIE
Securities Industry Essentials Examination
Passed 1/28/2025
Series 7
General Securities Representative Examination
Passed 7/2/2003

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
0.01
Asset tierAnnual rate
Up to $1,000,0001.00%
Over $1,000,000
Source

BOK Financial Private Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BOK FINANCIAL PRIVATE WEALTH, INC.Current
6/9/2026Fort Worth, TX
J.P. MORGAN SECURITIES LLC
10/1/20085/15/2012Fort Worth, TX
J. P. MORGAN SECURITIES INC.
6/7/200710/1/2008Fort Worth, TX
BANC ONE SECURITIES CORPORATION
3/1/20066/20/2006Shreveport, LA

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. Leah Beth Collette 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.

Leah Beth Collette - Financial Advisor in Fort Worth, TX | AdvisorFinder