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).
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Total Assets Under Management738MILLION
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Total Number of Accounts3,101ACCOUNTS
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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
Christine Dewey (CRD# 6216361) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 8 years of experience in the finance industry.
Kyle Donnelly (CRD# 6674506) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 7 years of experience in the finance industry.
Chad Ealey (CRD# 5195462) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 17 years of experience in the finance industry.
Derek Ebert (CRD# 5892516) is an Investment Advisor Representative working at Bok Financial Advisors in Sand Springs, OK and has over 12 years of experience in the finance industry.
Joan Fields (CRD# 6160694) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 5 years of experience in the finance industry.
Christy Finken (CRD# 4473368) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 22 years of experience in the finance industry.
Ryan Flippo (CRD# 5711110) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 11 years of experience in the finance industry.
Peter Froggatt (CRD# 7047928) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 5 years of experience in the finance industry.
Christopher Gander (CRD# 2931550) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Benjamin Garcia (CRD# 4325749) is an Investment Advisor Representative working at Bok Financial Advisors in Albuquerque, NM and has over 23 years of experience in the finance industry.