RL
Robert H. Lambright
BOK FINANCIAL SECURITIES
Tulsa, OK 74105
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CRD#: 4805278
RL
Professional summary
Robert Harry Lambright, who also goes by Robert Lambright, is a registered financial advisor currently at BOK FINANCIAL SECURITIES, INC. located in Tulsa, Oklahoma and BOK FINANCIAL PRIVATE WEALTH, INC. located in Tulsa, Oklahoma.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 4 firms and has passed the Series 66, Series 52TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Lambright
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Harry Lambright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2011 - Present
BOK FINANCIAL SECURITIES, INC.
Office #1: 5727 S. Lewis 8th Fl., Tulsa, OK 74105RIA
BD
CRD#: 17530
Tulsa, OK
Current
October 27, 2021 - Present
BOK FINANCIAL PRIVATE WEALTH, INC.
Office #1: 5727 S Lewis Bok Place 8th Floor, Tulsa, OK 74105RIA
CRD#: 106733
TULSA, OK
Current
January 4, 2011 - Present
BOK FINANCIAL SECURITIES, INC.
Office #1: 5727 S. Lewis 8th Fl., Tulsa, OK 74105RIA
BD
CRD#: 17530
Tulsa, OK
Past
July 25, 2005 - January 4, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
TULSA, OK
Past
July 21, 2005 - January 4, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
TULSA, OK
Past
August 9, 2004 - August 9, 2005
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
TULSA, OK
Past
June 21, 2004 - August 9, 2005
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC. | THE MILESTONE GROUP, INC. | MILESTONE WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT AND RESEARCH | MILESTONE GROUP INC | MILESTONE CAPITAL PARTNERS | MILESTONE CAPITAL MANAGEMENT | MILESTONE ASSET MANAGEMENT | COBIZ WEALTH
CRD#: 106733 / SEC#: 801-51401
RIA
Registered Investment Advisory firm - (3/6/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/28/2017)
RR
Arkansas(1/4/2011)
RR
California(4/28/2017)
RR
Colorado(1/20/2011)
IAR
Colorado(10/28/2021)
RR
Florida(2/24/2011)
RR
Illinois(4/28/2017)
RR
Iowa(10/1/2020)
RR
Kansas(4/28/2017)
RR
Maryland(9/13/2012)
RR
Massachusetts(12/17/2012)
RR
Mississippi(1/9/2020)
RR
Missouri(6/28/2021)
RR
Montana(4/28/2017)
RR
Nebraska(4/28/2017)
RR
New Mexico(2/27/2012)
RR
New York(1/11/2021)
RR
North Carolina(9/25/2020)
RR
North Dakota(4/28/2017)
RR
Ohio(5/15/2012)
RR
Oklahoma(1/4/2011)
IAR
Oklahoma(1/4/2011)
RR
Oregon(6/5/2024)
RR
Texas(1/4/2011)
IAR
Texas(10/29/2021)
RR
Utah(1/20/2017)
RR
Washington(1/4/2011)
RR
West Virginia(1/26/2017)
RR
Wisconsin(7/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC. | THE MILESTONE GROUP, INC. | MILESTONE WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT AND RESEARCH | MILESTONE GROUP INC | MILESTONE CAPITAL PARTNERS | MILESTONE CAPITAL MANAGEMENT | MILESTONE ASSET MANAGEMENT | COBIZ WEALTH
CRD#: 106733 / SEC#: 801-51401
RIA
Registered Investment Advisory firm - (3/6/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1600 Broadway 4th Floor, Denver, CO 80202
Mailing Address
Phone number
(303) 539-0100
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,179 |
| AUM (Assets Under Management) | $ 3,185,223,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 12/18/2024 | ||
| 08/25/2023 | ||
| 09/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD#: 106733Tulsa, OK 74105TRUST BUT VERIFY
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