Marcy Huigens, financial advisor Tulsa OK
90 score

Marcy Huigens

CRD Number: 6160697
Current Firm: Bok Financial Advisors

Marcy Huigens (CRD# 6160697) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry. Marcy Huigens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bosc, Inc. Tulsa, OK Apr 2013 - Current 3
Bank Of Oklahoma Tulsa, OK Jun 1993 - Current 23

Marcy Huigens has no recent exams reported.
Contact Info for Marcy C. Huigens
Phone Number: 877-781-6889
Registered State(s):
  • AR
  • KS
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $337,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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