Financial ADVSR advisor directory · SEC adviser records
Bok Financial Private Wealth, Inc. financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Bok Financial Private Wealth, Inc. office in Denver, A to Z.
The short answer
11 registered advisors work at Bok Financial Private Wealth, Inc. in Denver, out of 24 at the firm nationwide; it ranks number 44 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Bok Financial Private Wealth, Inc. advisors in Denver, A to Z
Every Bok Financial Private Wealth, Inc. advisor →- Gregory D. CarlinInvestment adviser rep
- Andrew R. HicksChartered Financial Analyst
- John KimCertified Financial Planner · Also a broker rep
- Kelly A. LandenAlso a broker rep
- Josh D. LozowInvestment adviser rep
- Andrew L. NelsonAlso a broker rep
- George V. PedrazaAlso a broker rep
- Brian P. QuillAlso a broker rep
- Jacqueline A. SheahanAlso a broker rep
- Colin R. ThomasAlso a broker rep
- Martin H. WalshCertified Financial Planner
Bok Financial Private Wealth, Inc. advisors in every city and state →Bok Financial Private Wealth, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bok Financial Private Wealth, Inc. advisors in other cities
Dallas, TX 3Fort Worth, TX 2Houston, TX 2Tulsa, OK 2Austin, TX 1Ft Worth, TX 1Plano, TX 1Scottsdale, AZ 1
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32
Questions
How many financial advisors does Bok Financial Private Wealth, Inc. have in Denver?
11 investment adviser representatives are registered at Bok Financial Private Wealth, Inc. offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Bok Financial Private Wealth, Inc. one of the largest advisor employers in Denver?
Bok Financial Private Wealth, Inc. ranks number 44 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.
How do I check a Bok Financial Private Wealth, Inc. advisor in Denver?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bok Financial Private Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.