Bok Financial Advisors
Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $737,556,409 in 3,101 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management738MILLION
-
Total Number of Accounts3,101ACCOUNTS
-
Average Account Value$237,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
William Reaves (CRD# 5089674) is an Investment Advisor Representative working at Bok Financial Advisors in Grapevine, TX and has over 17 years of experience in the finance industry.
Jamie Scott (CRD# 7127167) is an Investment Advisor Representative working at Bok Financial Advisors in Owasso, OK and has over 4 years of experience in the finance industry.
Deborah Snell (CRD# 7244437) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 3 years of experience in the finance industry.
Samantha Snow (CRD# 6717858) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 3 years of experience in the finance industry.
Amy Woods (CRD# 7205328) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 3 years of experience in the finance industry.
Shana Young (CRD# 5670841) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 8 years of experience in the finance industry.
Michael Zarich (CRD# 3105079) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 24 years of experience in the finance industry.
Dina Zwerin-Boivin (CRD# 7753540) is an Investment Advisor Representative working at Bok Financial Advisors in Englewood, CO and has 1 year of experience in the finance industry.