Bok Financial Advisors

Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $754,026,663 in 2,665 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    754
    MILLION
  • Total Number of Accounts
    2,665
    ACCOUNTS
  • Average Account Value
    $282,937
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)
  • 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 164 top financial advisors.
1
Phyllis A. Achor
CRD#: 1465724
Little Rock, AR 72223

Phyllis Achor (CRD# 1465724) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 21 years of experience in the finance industry.

2
Jeffrey L. Akright
CRD#: 2306460
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 26 years of experience in the finance industry.

3
Kory A. Allsop
CRD#: 4387026
Tulsa, OK 74133

Kory Allsop (CRD# 4387026) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 2 years of experience in the finance industry.

4
Laura K. Anthony
CRD#: 1678885
Tulsa, OK 74101

Laura Anthony (CRD# 1678885) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 32 years of experience in the finance industry.

5
Zachary D. Archer
CRD#: 4408376
Edmond, OK 73013

Zachary Archer (CRD# 4408376) is an Investment Advisor Representative working at Bok Financial Advisors in Edmond, OK and has over 18 years of experience in the finance industry.

6
Mary C. Arnold
CRD#: 4261191
The Woodlands, TX 77380

Mary Arnold (CRD# 4261191) is an Investment Advisor Representative working at Bok Financial Advisors in The Woodlands, TX and has over 20 years of experience in the finance industry.

7
Brad O. Ashley
CRD#: 4356018
Bellaire, TX 77401

Brad Ashley (CRD# 4356018) is an Investment Advisor Representative working at Bok Financial Advisors in Bellaire, TX and has over 15 years of experience in the finance industry.

8
Phillip W. Bailey
CRD#: 5579645
Little Rock, AR 72223

Phillip Bailey (CRD# 5579645) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 11 years of experience in the finance industry.

9
Cameron J. Bertelli
CRD#: 6493921
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.

10
Carl J. Bode
CRD#: 1275289
Tulsa, OK 74172

Carl Bode (CRD# 1275289) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 7 years of experience in the finance industry.

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