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
Tulsa, OK 74172
Credentials
Series 63, Series 65
Industry experience
24 years
Financial planning and consulting flat fees 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 brokerage accounts upon termination of advisory program or for clients choosing brokerage services
Financial planning and consulting hourly rates typically $50-$350/hour
Financial planning and consulting annual retainer fees ranging from $2,000 to $10,000, billed quarterly ($500 to $2,500 per quarter)
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee, may be waived Fee-only: Financial planning and consulting fees charged hourly ($50-$350/hour), flat fee ($50 to $10,000), or annual retainer ($2,000 - $10,000 billed quarterly $500 to $2,500 per quarter)
Bokf, Na
1997 - Present (29 years)
BOK Financial Securities, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Muskogee, OK
Edward Jones
Series 63, Series 66
Muskogee, OK
Edward Jones
ChFC®, Series 66
Muskogee, OK
Edward Jones
CFP®, Series 63, Series 66
Muskogee, OK
Edward Jones
Series 66
Muskogee, OK
Edward Jones
Series 65
Muskogee, OK
Soard Financial Management, LLC
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