Bok Financial Securities, Inc

Investment Advisor
in Albuquerque, NM

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About this Advisor

Benjamin Garcia is a financial advisor working in Albuquerque, New Mexico, who has been in the industry for 12 years. Garcia is currently employed by Bok Financial Securities, Inc. The advisor has gained experience at Bank Of Albuquerque, Bosc, Inc, U.S. Bancorp Investments, Inc, Bok Financial Securities, Inc and Bokf, Na. Garcia has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Mexico and Texas. Bok Financial Securities, Inc is a registered investment company that has its headquarters in Albuquerque, New Mexico. The firm has offices in 130 locations and a total of 175 people on staff. It oversees $755 million in assets under management across its 2,650 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 2,650 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm performs 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 management fees typically depend on the type of services. Fee types charged by Bok Financial Securities, Inc can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

5915 Wyoming Ne
Albuquerque, NM 87109

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management


NM Average: $681,523,814
Total Number of Employees


NM Average: 15
Total Number of Accounts


NM Average: 642
Average Account Size


NM Average: $1,061,564

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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
  • Other

Benjamin Garcia Work History

Benjamin has 12 years of experience.

2018 - Present (3 years)

Bok Financial Securities, Inc

2018 - Present (3 years)

Bokf, Na

2016 - 2018 (2 years)

U.S. Bancorp Investments, Inc

2008 - 2016 (8 years)

Bank Of Albuquerque

2008 - 2016 (8 years)

Bosc, Inc


Benjamin Garcia has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bok Financial Advisors

Kenneth Kitchen
Edmond, OK
Courtney Williams
Tulsa, OK
Yassire Sanie
Oklahoma City, OK
Jeffrey Akright
Overland Park, KS
Stephen Brown
Oklahoma City, OK
Thomas Ray
Fort Worth, TX
Phyllis Achor
Little Rock, AR

This content was compiled from the SEC and FINRA.

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