Brian Quill (CRD# 1882317) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Denver, CO and has over 21 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cavanal Hill Investment Management, Inc. | Tulsa, OK | Dec 2021 - Current | 2 |
Bok Financial Asset Management, Inc., | Houston, TX | Dec 2015 - Current | 8 |
Cavanal Hill Distributors. Inc. | Tulsa, OK | Jun 2015 - Current | 8 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- CO
- OK
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Total Assets Under Management2,819MILLIONS
-
Total Number of Accounts2,128ACCOUNTS
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Average Account Value$1,324,564
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IL, LA, MD, MI, NC, NE, NH, NY, OH, OK, SC, TN, TX, UT, WA, WY
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