Advisor at BOK Financial Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BOK Financial Securities, Inc.
Location
Albuquerque, NM 87113
Credentials
Series 63, Series 65
Industry experience
7 years
Gerald Montoya is a financial advisor at BOK Financial Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and US Eagle FCU. Montoya is based in Albuquerque, NM. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and is affiliated with a bank holding company and related investment entities.
Based on BOK Financial Securities, Inc.
Based on BOK Financial Securities, Inc.
Flat fees for financial planning and consulting typically range from $50 to $10,000
$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%
Commission-based compensation offered outside the advisory program for investment and insurance products
Financial planning and consulting hourly rate typically $50-$350/hour
Annual retainer fees for financial planning and consulting range from $2,000 - $10,000 billed quarterly ($500 to $2,500 per quarter)
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000, may be waived by a designated supervisor Fee-only: Financial planning and consulting fees charged hourly ($50-$350/hour), flat fees ($50 to $10,000), or annual retainers ($2,000 - $10,000)
8221 Wyoming Blvd. Ne
Albuquerque, NM 87113
New Mexico
BOK Financial Securities, Inc.
2024 - Present (2 years)
Bokf, Na
2024 - Present (2 years)
BOK Financial
2023 - 2024 (1 year)
US Eagle FCU
2022 - 2023 (1 year)
Wells Fargo Clearing
2017 - 2022 (5 years)
Wells Fargo bank, NA
2014 - 2022 (8 years)
Wells fargo Bank
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Albuquerque, NM
Intentional Finance, LLC
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
CFP®
Albuquerque, NM
Randall Financial LLC
CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
Series 63, Series 65
Rio Rancho, NM
SML Advisory
Series 63, Series 66
Albuquerque, NM
Grinstead Wealth Management
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
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