Bok Financial Advisors
Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $739,298,341 in 3,217 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management739MILLION
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Total Number of Accounts3,217ACCOUNTS
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Average Account Value$229,810
- 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
Brenda Garcia (CRD# 2093522) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 31 years of experience in the finance industry.
Steve Germany (CRD# 2765364) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 27 years of experience in the finance industry.
Nicole Gilbert (CRD# 2313754) is an Investment Advisor Representative working at Bok Financial Advisors in Plano, TX and has over 30 years of experience in the finance industry.
Cassidy Glad (CRD# 5250984) is an Investment Advisor Representative working at Bok Financial Advisors in Carbondale, CO and has over 17 years of experience in the finance industry.
Michael Glinski (CRD# 6110045) is an Investment Advisor Representative working at Bok Financial Advisors in Milwaukee, WI and has over 11 years of experience in the finance industry.
John Godwin (CRD# 2753642) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 27 years of experience in the finance industry.
Alex Goossen (CRD# 6165917) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 10 years of experience in the finance industry.
Scott Grauer (CRD# 1509326) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 37 years of experience in the finance industry.
Martin Gregersen (CRD# 2882826) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 26 years of experience in the finance industry.
Dieta Hardin (CRD# 4330101) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.