Financial ADVSR advisor directory · SEC adviser records
Bok Financial Securities, Inc. financial advisors in Texas
Every SEC-registered investment adviser representative at a Bok Financial Securities, Inc. office in Texas, by city and A to Z.
The short answer
27 registered advisors work at Bok Financial Securities, Inc. in Texas, out of 124 nationwide; it's the firm's number 2 state by advisors, and the most are in Plano (24). 1 list the CFP designation and 26 are also registered broker representatives.
Bok Financial Securities, Inc. advisors by city in Texas
Every firm in Texas →Bok Financial Securities, Inc. advisors in Texas, A to Z
Search by name →- Jeremy AguilarPlano
- Adam S. BakerPlano
- Bradford T. BeesonPlano
- Eduardo CanoPlano
- Zebrick Y. De LeonPlano
- Sara A. FagotPlano
- Peter M. FroggattPlano
- Steve D. GermanyGrapevine
- Nicole A. GilbertPlano
- Donald C. JohnsonCoppell
- Kelly A. LandenDallas
- Erin M. LeePlano · Chartered Financial Analyst
- Michael V. MannaDallas · Certified Financial Planner
- David W. McClanahanPlano
- George V. PedrazaPlano
- Nicholas E. Polyak Jr.Plano
- Angela D. RaleyPlano
- William L. ReavesGrapevine
- Ronald A. RotthausPlano
- Catherine M. SagarseePlano
- Jacqueline A. SheahanHouston
- Kayla J. SmileyFort Worth
- Daniel J. SprusanskyPlano
- Colin R. ThomasAustin
- Alessandro UggePlano · Chartered Financial Consultant
- Chad L. WoodPlano
- Michael J. ZarichPlano
Bok Financial Securities, Inc. advisors in every state →Bok Financial Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bok Financial Securities, Inc. in other states
Questions
How many Bok Financial Securities, Inc. financial advisors are in Texas?
27 investment adviser representatives are registered at Bok Financial Securities, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 124 at the firm nationwide. 1 list the CFP designation and 26 are also registered as broker representatives.
Where in Texas does Bok Financial Securities, Inc. have the most advisors?
Plano, with 24, then Houston (3). Bok Financial Securities, Inc. has advisors in 5 cities in Texas.
How do I check a Bok Financial Securities, 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 Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.