Bok Financial Advisors

Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $755,329,024 in 2,650 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    755
    MILLION
  • Total Number of Accounts
    2,650
    ACCOUNTS
  • Average Account Value
    $285,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bok Financial Advisors
Showing 1 - 10 of 155 top financial advisors.
1
Phyllis A. Achor
CRD#: 1465724
111 Center St., Ste. 1510, Little Rock, AR 72201

Phyllis Achor (CRD# 1465724) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 22 years of experience in the finance industry.

2
Hany H. Ahmad
CRD#: 4947204
15725 Cypress Woods Medical Dr., Houston, TX 77014

Hany Ahmad (CRD# 4947204) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 15 years of experience in the finance industry.

3
Jeffrey L. Akright
CRD#: 2306460
7500 College Blvd, 14th Floor, Overland Park, KS 66210

Jeffrey Akright (CRD# 2306460) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 27 years of experience in the finance industry.

4
Brad O. Ashley
CRD#: 4356018
5320 Bellaire Blvd., Bellaire, TX 77401

Brad Ashley (CRD# 4356018) is an Investment Advisor Representative working at Bok Financial Advisors in Bellaire, TX and has over 16 years of experience in the finance industry.

5
Phillip W. Bailey
CRD#: 5579645
111 Center St., Ste. 1510, Little Rock, AR 72201

Phillip Bailey (CRD# 5579645) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 12 years of experience in the finance industry.

6
Cameron J. Bertelli
CRD#: 6493921
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

Cameron Bertelli (CRD# 6493921) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.

7
Carl J. Bode
CRD#: 1275289
One Williams Center, 15 Floor, Tulsa, OK 74172

Carl Bode (CRD# 1275289) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 8 years of experience in the finance industry.

8
Suzanne T. Booth
CRD#: 1388834
8095 E. Belleview Ave., Suite 210, Englewood, CO 80111

Suzanne Booth (CRD# 1388834) is an Investment Advisor Representative working at Bok Financial Advisors in Englewood, CO and has over 11 years of experience in the finance industry.

9
Sheryl K. Bosilevac
CRD#: 1845035
7500 College Blvd, 14th Floor, Overland Park, KS 66210

Sheryl Bosilevac (CRD# 1845035) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 18 years of experience in the finance industry.

10
Baxter B. Boughan
CRD#: 1511407
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

Baxter Boughan (CRD# 1511407) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry.

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