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Robert Harry Lambright

Investment Adviser Representative at BOK FINANCIAL PRIVATE WEALTH, INC.

Tulsa, OKCRD #4805278Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
26 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 26 states
ArizonaArkansasCaliforniaColoradoFloridaIllinoisIowaKansasMarylandMassachusettsMississippiMissouriMontanaNebraskaNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonTexasUtahWashingtonWest VirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/2/2004
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/18/2004

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
10/27/2021Tulsa, OK
BOK FINANCIAL ADVISORSCurrent
1/4/2011Tulsa, OK
CHASE INVESTMENT SERVICES CORP.
7/25/20051/4/2011Tulsa, OK
AXA ADVISORS, LLC
8/9/20048/9/2005Tulsa, 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. Robert Harry Lambright 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.

Robert Harry Lambright - Financial Advisor in Tulsa, OK | AdvisorFinder