Chad
Ealey
Bok Financial Securities, Inc
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About this Advisor
Chad Ealey is a financial advisor based in Oklahoma City, Oklahoma, working with Bok Financial Securities, Inc. Chad has previously held positions at Bok Financial Securities, Inc, Bank Of Oklahoma, and Bokf, Na. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Chad is part of Bok Financial Securities, Inc, which operates out of Oklahoma City, Oklahoma. The firm has 109 offices and 165 employees. The firm manages assets totaling $737.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Bok Financial Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$737,556,409
165
3,101
$237,845
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
Chad Ealey Work History
Bok Financial Securities, Inc
Bank Of Oklahoma
Bokf, Na
Disclosures
Please visit the SEC profile of Chad Ealey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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