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
James Shaw (CRD# 1264136) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 39 years of experience in the finance industry.
Jacqueline Sheahan (CRD# 1609333) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 36 years of experience in the finance industry.
Sara Skipper (CRD# 5271581) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 16 years of experience in the finance industry.
Teddy Slate (CRD# 5877505) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 13 years of experience in the finance industry.
Kayla Smiley (CRD# 5414871) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 14 years of experience in the finance industry.
Matthew Smith (CRD# 6350421) 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.
Paula Stewart (CRD# 2668790) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 28 years of experience in the finance industry.
Laura Sullivan (CRD# 6280243) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over 10 years of experience in the finance industry.
Jon Swanson (CRD# 5010899) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 18 years of experience in the finance industry.
Scott Swiggett (CRD# 4638175) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 20 years of experience in the finance industry.