Christopher
Cunningham

Bok Financial Securities, Inc

CRD#3176506
Investment Advisor
in Albuquerque, NM

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Cunningham is a financial advisor operating in Albuquerque, New Mexico who has 14 years of relevant experience. Cunningham is an advisor for Bok Financial Securities, Inc. Their career trajectory has included roles at Bokf, Na, Bok Financial Securities, Inc and Bank Of Albuquerque. Cunningham holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in New Mexico. Bok Financial Securities, Inc is an advisory business based out of Tulsa, OK. The company has offices in 111 locations and a total of 155 employees. It has $739 million in assets under management between its 3,217 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 3,217 accounts, just 8% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm has a wide set 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. Fees for financial advice usually are based on the type of financial services provided. Fees billed by Bok Financial Securities, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

14 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

1301 Juan Tabo N.E.
Albuquerque, NM 87112

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

$739,298,341

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

155

NM Average: 15
Total Number of Accounts

3,217

NM Average: 642
Average Account Size

$229,810

NM Average: $1,061,564

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

Christopher Cunningham Work History

Christopher has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Bokf, Na

2009 - Present (15 years)

Bok Financial Securities, Inc

2009 - Present (15 years)

Bank Of Albuquerque

*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 Christopher Cunningham 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

Alex Goossen
Tulsa, OK
Britany Harmon
Tulsa, OK
John Zver
Houston, TX
Courtney Williams
Tulsa, OK
Ryan Buchan
Tulsa, OK
Thomas Ray
Fort Worth, TX
Matthew Mitchell
Tulsa, OK
Michael Manna
Dallas, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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