Bok Financial Advisors
Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $737,556,409 in 3,101 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management738MILLION
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Total Number of Accounts3,101ACCOUNTS
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Average Account Value$237,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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.
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.
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.
Sheryl Bosilevac (CRD# 1845035) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 22 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.