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
Courtney Williams (CRD# 6589708) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.
Chad Wood (CRD# 5452865) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over 7 years of experience in the finance industry.
Hunter Woody (CRD# 6301509) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 9 years of experience in the finance industry.
Adam Baker (CRD# 4931050) is an Investment Advisor Representative working at Bok Financial Advisors in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Bradford Beeson (CRD# 5939759) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 12 years of experience in the finance industry.
Jordan Cardwell (CRD# 7786936) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has 1 year of experience in the finance industry.
Casey Coffey (CRD# 6244404) is an Investment Advisor Representative working at Bok Financial Advisors in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Catherine Cook (CRD# 7703974) is an Investment Advisor Representative working at Bok Financial Advisors in Plano, TX and has 1 year of experience in the finance industry.
Connor Freeman (CRD# 7759797) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.
Julie Mahanay (CRD# 5434412) is an Investment Advisor Representative working at Bok Financial Advisors in Edmond, OK and has over 16 years of experience in the finance industry.