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Catherine Joanne Dodson

BOK FINANCIAL SECURITIES, INC.·TULSA, Oklahoma
BOK FINANCIAL SECURITIES, INC.
ONE WILLIAMS CENTER, TULSA, OK 74102CRD# 6857597Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Joanne Dodson · TULSA, OK
Registration
CRD #6857597 · BOK FINANCIAL SECURITIES, INC.
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Catherine Joanne Dodson is a registered financial advisor based in TULSA, Oklahoma, affiliated with BOK FINANCIAL SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BOK FINANCIAL SECURITIES, INC.
BOK FINANCIAL ADVISORS
AUM
$738M
Regulatory assets under management
Employees
165
Total firm employees
View all advisors at BOK FINANCIAL SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6857597
Firm CRD# 17530
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Joanne Dodson offer?
Catherine Joanne Dodson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Catherine Joanne Dodson's credentials?
Catherine Joanne Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Joanne Dodson located?
Catherine Joanne Dodson is based in TULSA, Oklahoma, working with BOK FINANCIAL SECURITIES, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Catherine Joanne Dodson charge for services?
Catherine Joanne Dodson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOK FINANCIAL SECURITIES, INC.?
BOK FINANCIAL SECURITIES, INC. has approximately 165 employees and manages $738M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOK FINANCIAL SECURITIES, INC.

Brett Alan Dean
TULSA, OK
Jerry Keith Williams
TULSA, OK
Jon Craig Swanson
TULSA, OK
Karen Anne Kreger
TULSA, OK
Scott Bradley Grauer
TULSA, OK
Arthur Donald Jr Robb
TULSA, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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