Samuel Matthew Laporte
Investment adviser representative at Bok Financial Advisors
10 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
10 years in the industry.
- Bok Financial Securities, Inc.Jun 2026 to now
- BOKF, NAJun 2026 to now
- Wells Fargo Clearing Services, LLCJun 2024 to Jun 2026
- Fidelity InvestmentsApr 2021 to Jun 2024
- Truist Advisory Services, Inc.Feb 2021 to Apr 2021
- Truist Investment Services, Inc.Feb 2021 to Apr 2021
- Bb&t Securities, LLCSep 2018 to Apr 2021
- Bb&t BankAug 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7011734
- Firm CRD
- 17530