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
Gautham Metta (CRD# 7742561) is an Investment Advisor Representative working at Bok Financial Advisors in Richardson, TX and has 1 year of experience in the finance industry.
Zachary Mills (CRD# 6634904) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.
Gerald Montoya (CRD# 6733024) is an Investment Advisor Representative working at Bok Financial Advisors in Albuquerque, NM and has over 7 years of experience in the finance industry.
Huy Nguyen (CRD# 2904614) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 4 years of experience in the finance industry.
Stephanie O'halloran (CRD# 5417245) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 10 years of experience in the finance industry.
Ashlyn Phelps (CRD# 7760663) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry.
Victoria Phillips (CRD# 6786651) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry.
William Pratt (CRD# 7689784) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry.
Brett Proctor (CRD# 7681194) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry.
Angela Raley (CRD# 5846771) is an Investment Advisor Representative working at Bok Financial Advisors in Mckinney, TX and has over 12 years of experience in the finance industry.