Financial ADVSR advisor directory · SEC adviser records
Bok Financial Private Wealth, Inc. financial advisors in Texas
Every SEC-registered investment adviser representative at a Bok Financial Private Wealth, Inc. office in Texas, by city and A to Z.
The short answer
10 registered advisors work at Bok Financial Private Wealth, Inc. in Texas, out of 24 nationwide; it's the firm's number 2 state by advisors, and the most are in Dallas (3). 3 list the CFP designation and 6 are also registered broker representatives.
Bok Financial Private Wealth, Inc. advisors by city in Texas
Every firm in Texas →Bok Financial Private Wealth, Inc. advisors in Texas, A to Z
Search by name →- Robert L. BurnamHouston
- Cynthia L. BurtonDallas · Certified Financial Planner, Chartered Financial Consultant
- Leah B. ColletteFort Worth
- Fenny JieAustin · Chartered Financial Analyst
- Erin M. LeeFort Worth · Chartered Financial Analyst
- Michael V. MannaDallas · Certified Financial Planner
- David C. SegoDallas · Certified Financial Planner, Personal Financial Specialist
- Kayla J. SmileyFt Worth
- Alessandro UggePlano · Chartered Financial Consultant
- Michael J. ZarichHouston
Bok Financial Private Wealth, Inc. advisors in every state →Bok Financial Private Wealth, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bok Financial Private Wealth, Inc. in other states
Questions
How many Bok Financial Private Wealth, Inc. financial advisors are in Texas?
10 investment adviser representatives are registered at Bok Financial Private Wealth, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 24 at the firm nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Where in Texas does Bok Financial Private Wealth, Inc. have the most advisors?
Dallas, with 3, then Fort Worth (2). Bok Financial Private Wealth, Inc. has advisors in 6 cities in Texas.
How do I check a Bok Financial Private Wealth, Inc. advisor in Texas?
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.