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Financial ADVSR advisor directory · SEC adviser records

Bok Financial Private Wealth, Inc. financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Bok Financial Private Wealth, Inc. office in Dallas, A to Z.

The short answer

3 registered advisors work at Bok Financial Private Wealth, Inc. in Dallas, out of 24 at the firm nationwide; it ranks number 148 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.

Bok Financial Private Wealth, Inc. advisors in Dallas, A to Z

Every Bok Financial Private Wealth, Inc. advisor →

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

Denver, CO 11Fort Worth, TX 2Houston, TX 2Tulsa, OK 2Austin, TX 1Ft Worth, TX 1Plano, TX 1Scottsdale, AZ 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

How many financial advisors does Bok Financial Private Wealth, Inc. have in Dallas?

3 investment adviser representatives are registered at Bok Financial Private Wealth, Inc. offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Is Bok Financial Private Wealth, Inc. one of the largest advisor employers in Dallas?

Bok Financial Private Wealth, Inc. ranks number 148 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Bok Financial Private Wealth, Inc. advisor in Dallas?

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.