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).

By the Numbers
  • Total Assets Under Management
    739
    MILLION
  • Total Number of Accounts
    3,217
    ACCOUNTS
  • Average Account Value
    $229,810
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 41 - 50 of 127 top financial advisors.
41
Britany J. Harmon
CRD#: 5862339
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

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.

42
Renee L. Haynes
CRD#: 4831299
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

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.

43
Todd P. Hofmann
CRD#: 2572990
5727 South Lewis, 8th Floor, Tulsa, OK 74105

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.

44
John K. Howk
CRD#: 2631305
5727 South Lewis, 8th Floor, Tulsa, OK 74105

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.

45
John B. Huck
CRD#: 2471210
777 Main Street, Suite 3500, Fort Worth, TX 76102

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.

46
David J. Hudson
CRD#: 5443589
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

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.

47
Aaron Israelite
CRD#: 2228819
7101 College Blvd, 10th Floor, Overland Park, KS 66210

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.

48
Jeremy B. Johnson
CRD#: 3264137
5727 South Lewis, 8th Floor, Tulsa, OK 74105

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.

49
Jessica R. Jones
CRD#: 5513061
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

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.

50
Rusty C. Jones
CRD#: 4477697
1500 South Midwest Blvd., Midwest City, OK 73110

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.

PREV ... 1 2 3 4 5 6 7 8 9 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.