Amy Catherine Woods
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.Apr 2022 to now
- BOKF, NAApr 2022 to now
- Bank of America N.A.Nov 2021 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Apr 2022
- Equitable AdvisorsSep 2020 to Nov 2021
- Edward JonesDec 2019 to Aug 2020
- PaycomDec 2016 to Oct 2019
- Rowland GroupNov 2016 to Dec 2016
- Patriot ConstructionOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 7205328
- Firm CRD
- 17530