Matthew
Smith
Bok Financial Securities, Inc
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About this Advisor
Matthew Smith is a financial advisor operating out of Little Rock, Arkansas with 8 years of industry experience. Smith is an employee of Bok Financial Securities, Inc. During their career, the advisor has held roles at Bok Financial Securities, Inc, Bokf, Na, Ubs, Little Rock Lawns and University Of Arkansas At Little Rock. Smith holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas. Bok Financial Securities, Inc is a registered investment firm operating out of Tulsa, OK. It has offices in 111 locations and a total of 155 financial advisors. It handles $739 million in assets between its 3,217 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 3,217 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. Bok Financial Securities, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Bok Financial Securities, Inc likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Smith Work History
Matthew has been registered as a financial advisor for 8 years.*
Bok Financial Securities, Inc
Bokf, Na
Ubs
Little Rock Lawns
University Of Arkansas At Little Rock
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bok Financial Advisors
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Little Rock, AR
Oklahoma City, OK
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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