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
Brandy Marion (CRD# 4004116) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 24 years of experience in the finance industry.
Sean Martin (CRD# 6416737) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 7 years of experience in the finance industry.
Olga Mathis (CRD# 6446025) 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.
Erica McMahan (CRD# 5587646) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 14 years of experience in the finance industry.
Matthew Mitchell (CRD# 4908737) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 19 years of experience in the finance industry.
Blake Murry (CRD# 5441074) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 16 years of experience in the finance industry.
Rebecca Parrish (CRD# 6273251) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 9 years of experience in the finance industry.
Daniel Pilmaier (CRD# 5150940) is an Investment Advisor Representative working at Bok Financial Advisors in Omaha, NE and has over 17 years of experience in the finance industry.
Nicholas Polyak (CRD# 4548905) is an Investment Advisor Representative working at Bok Financial Advisors in Richardson, TX and has over 17 years of experience in the finance industry.
Thomas Ray (CRD# 5641856) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 13 years of experience in the finance industry.