BOK Financial Securities, Inc.

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Total assets under management

$835,622,979

Total clients

3,117

11% high-net worth

Total advisors

145

of 165 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$268,086

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Furnishes advice about securities in any manner not described above.

Fee options

Fixed

Financial planning and consulting flat fees typically range from $50 to $10,000

Percentage

$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%

Commissions

Commission-based brokerage accounts upon termination of advisory program or for clients choosing brokerage services

Project-based

Financial planning and consulting hourly rates typically $50-$350/hour

Subscriptions

Financial planning and consulting annual retainer fees ranging from $2,000 to $10,000, billed quarterly ($500 to $2,500 per quarter)

Other

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)

Disclosures

Business activities & affiliations

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.

Main office location

BOK Financial Securities, Inc.

One Williams Center, Plaza Southeast

Tulsa OK 74102, United States

Number of offices

114

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 877-781-6889

Advisors at this firm

Dina Z

Series 66

Englewood, CO

BOK Financial Securities, Inc.

Jeremy J

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Ryan F

Series 63, Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Yassire S

Series 63, Series 66

Oklahoma City, OK

BOK Financial Securities, Inc.

Donald R

Series 63, Series 65

Oklahoma City, OK

BOK Financial Securities, Inc.

Scott G

Series 63, Series 65

Oklahoma City, OK

BOK Financial Securities, Inc.

Jeffrey T

Series 63, Series 66

Stamford, CT

BOK Financial Securities, Inc.

Mark K

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Jacob W

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

David M

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Brad W

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Jimmy H

Series 63, Series 66

Oklahoma City, OK

BOK Financial Securities, Inc.

Sara F

Series 63, Series 66

Plano, TX

BOK Financial Securities, Inc.

Hal B

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Silas H

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

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