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
Zachary Robinson (CRD# 5344056) 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.
John Robuck (CRD# 3198442) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 25 years of experience in the finance industry.
Marcy Rooker (CRD# 6160697) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has 1 year of experience in the finance industry.
Donald Ross (CRD# 2474878) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.
Marilyn Ross (CRD# 5126297) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 14 years of experience in the finance industry.
Ronald Rotthaus (CRD# 1646619) is an Investment Advisor Representative working at Bok Financial Advisors in Hurst, TX and has over 37 years of experience in the finance industry.
Ashley Rowland (CRD# 5945161) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 12 years of experience in the finance industry.
Reginaldo Sandoval (CRD# 1933712) is an Investment Advisor Representative working at Bok Financial Advisors in Richardson, TX and has over 35 years of experience in the finance industry.
Yassire Sanie (CRD# 6095644) 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.
Christopher Schreckenghost (CRD# 5021673) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 18 years of experience in the finance industry.