Brian QuillCRD Number: 1882317
Current Firm: Bok Financial Asset Management, Inc.
Brian Quill (CRD# 1882317) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 15 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Bok Financial Asset Management, Inc.,||Houston, TX||Dec 2015 - Current||2|
|Cavanal Hill Distributors. Inc.||Tulsa, OK||Jun 2015 - Current||2|
|Bosc, Inc.||Houston, TX||May 2014 - Dec 2016||2|
|Bok Financial Asset Management, Inc.||Houston, TX||Apr 2016 - Jul 2016||< 1|
|Mbm Advisors, Inc.||Houston, TX||Nov 2012 - Dec 2015||3|
|Triad Advisors Inc.||Norcross, GA||Mar 2013 - Apr 2014||1|
|Tmfs-harrisburg, LLC||Harrisburg, PA||Dec 2007 - Oct 2012||4|
|Tmfs-charleston, LLC||Mt. Pleasant, SC||Nov 2007 - Oct 2012||4|
|The Mutual Fund Store-kansas City, LLC||Overland Park, KS||Jan 2007 - Oct 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management1,329MILLIONS
Total Number of Accounts483ACCOUNTS
Average Account Value$2,751,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, VT, WA, WI, WV
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