Brett
Proctor
Bok Financial Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Brett Proctor is a financial advisor working in Tulsa, Oklahoma. Proctor is currently employed by Bok Financial Securities, Inc. Over the course of their career, they have held roles at Bok Financial, Financial Additions, Bok Financial Securities, Inc and Bokf, Na. Proctor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Oklahoma. Bok Financial Securities, Inc is a financial advisory firm headquartered in Tulsa, OK. It has offices in 111 locations and a total of 155 employees. It administers $739 million in total assets among its 3,217 accounts, placing it among the larger firms in the nation by assets under management. The firm advises five charities and foundations. Of its 3,217 client accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business has 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. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Bok Financial Securities, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Brett Proctor Work History
Brett has been registered as a financial advisor for 0 years.*
Bok Financial Securities, Inc
Bokf, Na
Bok Financial
Financial Additions
*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 Brett Proctor 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
Tulsa, OK
Houston, TX
Tulsa, OK
Tulsa, OK
Oklahoma City, OK
Littleton, CO
Tulsa, 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.
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.
