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Financial ADVSR advisor directory · SEC adviser records

Bok Financial Securities, Inc. financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Bok Financial Securities, Inc. office in Plano, A to Z.

24 registered advisors work at Bok Financial Securities, Inc. in Plano, out of 124 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 23 are also registered broker representatives.

Bok Financial Securities, Inc. advisors in Plano, A to Z

Every Bok Financial Securities, Inc. advisor →

Bok Financial Securities, Inc. advisors in every city and state →Bok Financial Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bok Financial Securities, Inc. advisors in other cities

Tulsa, OK 46Oklahoma City, OK 27Overland Park, KS 5Denver, CO 3Houston, TX 3Little Rock, AR 3Muskogee, OK 2Austin, TX 1Bixby, OK 1Coppell, TX 1Englewood, CO 1Grapevine, TX 1Highlands Ranch, CO 1Norman, OK 1Omaha, NE 1

Other firms in Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

How many financial advisors does Bok Financial Securities, Inc. have in Plano?

24 investment adviser representatives are registered at Bok Financial Securities, Inc. offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 124 nationwide. 1 list the CFP designation and 23 are also registered as broker representatives.

Is Bok Financial Securities, Inc. one of the largest advisor employers in Plano?

Bok Financial Securities, Inc. ranks number 14 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Bok Financial Securities, Inc. advisor in Plano?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.