BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL ADVISORS
TULSA, Oklahoma·24 registered advisors·CRD# 17530
SEC# 801-53600109877-781-6889
01

Firm Overview

AUM
$738M
Regulatory assets under management
Employees
165
Total firm employees
Advisors
24
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BOK FINANCIAL SECURITIES, INC.

24 registered advisors
Arthur Donald Jr Robb
TULSA, Oklahoma
Brenda Kay Garcia
TULSA, Oklahoma
Brett Alan Dean
TULSA, Oklahoma
Casey S Copus
TULSA, Oklahoma
Catherine Joanne Dodson
TULSA, Oklahoma
Craig Martin Swanson
TULSA, Oklahoma
David C Lowell
TULSA, Oklahoma
James Augustus Shaw
TULSA, Oklahoma
James Bradford Steele
TULSA, Oklahoma
James Robert Cole
TULSA, Oklahoma
CFPChFC
James Robert Lane
TULSA, Oklahoma
Jerry Keith Williams
TULSA, Oklahoma
John Malone Coffman
TULSA, Oklahoma
John Neill Waldo
TULSA, Oklahoma
Jon Craig Swanson
TULSA, Oklahoma
Merideth Glen Watson
TULSA, Oklahoma
Mindy Margaret Mahaney
TULSA, Oklahoma
Paul Martin Haines
TULSA, Oklahoma
Robert Ledvora
TULSA, Oklahoma
Scott Bradley Grauer
TULSA, Oklahoma
Steven Glen Bradshaw
TULSA, Oklahoma
Tally Mead Ferguson
TULSA, Oklahoma
CFA
Thomas Coy Gallatin
TULSA, Oklahoma
William Joseph Gumbert
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
24 advisors

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Data sourced from SEC Form ADV filings. BOK FINANCIAL SECURITIES, INC. (CRD# 17530) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.