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
Britany Harmon (CRD# 5862339) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 12 years of experience in the finance industry.
Renee Haynes (CRD# 4831299) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 17 years of experience in the finance industry.
Todd Hofmann (CRD# 2572990) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.
John Howk (CRD# 2631305) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 28 years of experience in the finance industry.
John Huck (CRD# 2471210) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 22 years of experience in the finance industry.
David Hudson (CRD# 5443589) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 16 years of experience in the finance industry.
Aaron Israelite (CRD# 2228819) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 31 years of experience in the finance industry.
Jeremy Johnson (CRD# 3264137) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 24 years of experience in the finance industry.
Jessica Jones (CRD# 5513061) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 10 years of experience in the finance industry.
Rusty Jones (CRD# 4477697) is an Investment Advisor Representative working at Bok Financial Advisors in Midwest City, OK and has over 22 years of experience in the finance industry.