Bok Financial Advisors

Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $739,298,341 in 3,217 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    739
    MILLION
  • Total Number of Accounts
    3,217
    ACCOUNTS
  • Average Account Value
    $229,810
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
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 127 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 26 years of experience in the finance industry.

2
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 15 years of experience in the finance industry.

3
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 over 4 years of experience in the finance industry.

4
Sheryl K. Bosilevac
CRD#: 1845035
7101 College Blvd, 10th 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 21 years of experience in the finance industry.

5
William D. Bowers
CRD#: 6341157
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

William Bowers (CRD# 6341157) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.

6
Hal J. Brown
CRD#: 2861849
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

Hal Brown (CRD# 2861849) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 26 years of experience in the finance industry.

7
Stephen H. Brown
CRD#: 6331750
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

Stephen Brown (CRD# 6331750) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.

8
Ryan P. Buchan
CRD#: 4295986
5727 South Lewis, 8th Floor, Tulsa, OK 74105

Ryan Buchan (CRD# 4295986) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 23 years of experience in the finance industry.

9
Richard A. Castleberry
CRD#: 1300905
One Williams Center, 15th Floor, Tulsa, OK 74172

Richard Castleberry (CRD# 1300905) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 39 years of experience in the finance industry.

10
Charles D. Clark
CRD#: 4372102
6036 South Yale, Tulsa, OK 74135

Charles Clark (CRD# 4372102) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.

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