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
Ashley Towles (CRD# 5468748) is an Investment Advisor Representative working at Bok Financial Advisors in Grapevine, TX and has over 16 years of experience in the finance industry.
Jeffrey Tucker (CRD# 1473855) is an Investment Advisor Representative working at Bok Financial Advisors in Stamford, CT and has over 38 years of experience in the finance industry.
Alessandro Ugge (CRD# 6179225) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over 10 years of experience in the finance industry.
Marcy Watkins (CRD# 5658580) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 14 years of experience in the finance industry.
Bradley Wedel (CRD# 4245653) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 23 years of experience in the finance industry.
James Wehner (CRD# 4683495) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 20 years of experience in the finance industry.
Gregory Wheeler (CRD# 4357940) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 23 years of experience in the finance industry.
James Wiginton (CRD# 6775795) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.
Cory Willett (CRD# 6554296) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 8 years of experience in the finance industry.
Brad Williams (CRD# 4348365) is an Investment Advisor Representative working at Bok Financial Advisors in Muskogee, OK and has over 23 years of experience in the finance industry.