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).

By the Numbers
  • Total Assets Under Management
    738
    MILLION
  • Total Number of Accounts
    3,101
    ACCOUNTS
  • Average Account Value
    $237,845
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 11 - 20 of 128 top financial advisors.
11
Tyler W. Coday
CRD#: 6840818
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

Tyler Coday (CRD# 6840818) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.

12
Justin L. Corcoran
CRD#: 4730709
3550 West Main, Norman, OK 73072

Justin Corcoran (CRD# 4730709) is an Investment Advisor Representative working at Bok Financial Advisors in Norman, OK and has over 20 years of experience in the finance industry.

13
Nathan A. Couch
CRD#: 5925781
1600 Broadway, 1st, 3rd, 4th, 15th Floors & Ste. 1800, Denver, CO 80202

Nathan Couch (CRD# 5925781) is an Investment Advisor Representative working at Bok Financial Advisors in Denver, CO and has over 12 years of experience in the finance industry.

14
Joetta L. Cox
CRD#: 4757625
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

Joetta Cox (CRD# 4757625) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 20 years of experience in the finance industry.

15
Christopher P. Cunningham
CRD#: 3176506
1301 Juan Tabo N.e., Albuquerque, NM 87112

Christopher Cunningham (CRD# 3176506) is an Investment Advisor Representative working at Bok Financial Advisors in Albuquerque, NM and has over 25 years of experience in the finance industry.

16
Steven A. Curry
CRD#: 6138536
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

Steven Curry (CRD# 6138536) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 11 years of experience in the finance industry.

17
Cassandra B. Danford
CRD#: 6514369
5956 Sherry Lane, 9th & 11th Floors, Dallas, TX 75225

Cassandra Danford (CRD# 6514369) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over 8 years of experience in the finance industry.

18
George C. Decell
CRD#: 6649403
5601 Granite Parkway, Ste. 400, Plano, TX 75024

George Decell (CRD# 6649403) is an Investment Advisor Representative working at Bok Financial Advisors in Plano, TX and has over 5 years of experience in the finance industry.

19
Heath E. Demarcy
CRD#: 5291203
215 State Street, 2nd Floor, Muskogee, OK 74401

Heath Demarcy (CRD# 5291203) is an Investment Advisor Representative working at Bok Financial Advisors in Muskogee, OK and has over 16 years of experience in the finance industry.

20
James S. Deneen
CRD#: 4300481
6036 South Yale, Tulsa, OK 74135

James Deneen (CRD# 4300481) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 23 years of experience in the finance industry.

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