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
Oklahoma City, OK 73102
Credentials
Series 66
Industry experience
8 years
Marshea Lewis is a financial advisor at BOK Financial Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Lewis owns an eCommerce business selling private label products on Amazon. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, combining quantitative and qualitative research with a variety of model strategies.
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)
499 West Sheridan Avenue, 25th, 26th And 27th Floors
Oklahoma City, OK 73102
Oklahoma
Bokf, Na
2022 - Present (4 years)
BOK Financial Securities, Inc.
2022 - Present (4 years)
Wells Fargo Clearing
2016 - 2022 (6 years)
WELLS FARGO Advisors, LLC
2015 - 2016 (1 year)
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.
Series 66
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CFP®, Series 66
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Series 65
Moore, OK
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Series 65
Oklahoma City, OK
Trilogy Financial Solutions
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
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