Bok Financial Securities, Inc
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About this Advisor
Donald Thacker is a certified financial planner and chartered financial consultant operating in Denver, Colorado, who has been in the industry for 19 years. Thacker is an advisor for Bok Financial Securities, Inc. During their career, the advisor has held roles at Axa Advisors, LLC, Bok Financial Securities, Inc and Bokf, Na. Thacker holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Arizona, Colorado, Kansas, New Mexico, Oklahoma and Texas. Bok Financial Securities, Inc is a registered investment firm that has its headquarters in Denver, Colorado. The investment advisory business has offices in 135 locations and a total of 225 advisors. It oversees $623 million in assets across its 1,963 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 1,963 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, such as 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. Financial advisory fees largely are based on which services are provided. Fees charged by Bok Financial Securities, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Bok Financial Securities, Inc Brokerage Details
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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
Donald Thacker Work History
Donald has 19 years of experience.
Bok Financial Securities, Inc
Axa Advisors, LLC
Donald Thacker has disclosures.
Please visit their SEC profile for more details.