Unclaimed Profile

Paul Martin Haines

BOK FINANCIAL SECURITIES, INC.·TULSA, Oklahoma

SIE, Series 7, Series 24, Series 26, Series 52TO, Series 63, Series 66Clean record18 years registeredBOK FINANCIAL SECURITIES, INC.

ONE WILLIAMS CENTER, TULSA, OK 74172CRD# 4808805Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Martin Haines · TULSA, OK

Registration

CRD #4808805 · BOK FINANCIAL SECURITIES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

MARINER

May 2025 – present

CUSO FINANCIAL SERVICES, L.P.

Jun 2024 – Apr 2025

Mesa, AZ

LPL FINANCIAL LLC

Mar 2024 – Jun 2024

PHOENIX, AZ

CUSO FINANCIAL SERVICES, L.P.

Sep 2022 – Mar 2024

Mesa, AZ

LINCOLN INVESTMENT

Jun 2021 – Sep 2022

Fort Washington, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2019 – Jun 2021

Glenn Allen, VA

BOK FINANCIAL ADVISORS

Nov 2013 – Jul 2019

DALLAS, TX

NESTWISE LLC

May 2013 – Sep 2013

DALLAS, TX

LPL FINANCIAL LLC

Jul 2011 – Jan 2013

CARY, NC

UVEST FINANCIAL SERVICES GROUP, INC.

Nov 2009 – Jul 2011

CARY, NC

SUNTRUST INVESTMENT SERVICES, INC.

Aug 2008 – Nov 2009

CHAPEL HILL, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 26

Series 52TO

Series 63

Series 66

Registration record

First registered · August 7, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOK FINANCIAL SECURITIES, INC.

CRD 17530 · SEC 801-53600

AUM

$738M

Regulatory assets under management

Employees

165

3,101 client accounts

Services offered by BOK FINANCIAL SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOK FINANCIAL SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Martin Haines offer?

Paul Martin Haines specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Paul Martin Haines's credentials?

Paul Martin Haines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Martin Haines located?

Paul Martin Haines 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 Paul Martin Haines charge for services?

Paul Martin Haines'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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