Erin Elizabeth Darby
Investment adviser representative at Bok Financial Advisors
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Bok Financial Securities, Inc.May 2022 to now
- BOKF, NAMay 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Apr 2022
- UnemployedOct 2019 to Jan 2020
- TacodeliMay 2019 to Oct 2019
- Emotive LogisticsMar 2019 to Apr 2019
- UnemployedSep 2018 to Mar 2019
- Ctx CapitalJun 2018 to Sep 2018
- Bbva Wealth Solutions Inc.Oct 2016 to Jun 2018
- Bbva Compass Insurance Agency, Inc.Jun 2015 to Jun 2018
- EsqpuedeNov 2014 to Jan 2018
- Bbva Securities Inc.May 2013 to Jun 2018
- Compass BankDec 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OK).
Bok Financial Advisors
Legal name: Bok Financial Securities, Inc.
$1.1BAssets managed
3,334Clients
123Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5164926
- Firm CRD
- 17530