Benjamin
Garcia

Bok Financial Securities, Inc

CRD#4325749
Investment Advisor
in Albuquerque, NM

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Disclosures

No

Office Location

5915 Wyoming Ne
Albuquerque, NM 87109

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$755,329,024

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

175

NM Average: 15
Total Number of Accounts

2,650

NM Average: 642
Average Account Size

$285,030

NM Average: $1,061,564

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started