Charles
Clark
Bok Financial Securities, Inc
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About this Advisor
Charles Clark is a financial advisor who works out of Tulsa, Oklahoma who has 12 years of relevant experience. Clark is an advisor for Bok Financial Securities, Inc. Clark has gained experience at Bok Financial Securities, Inc and Bokf, Na. Clark has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas, Colorado, Kansas, Missouri, Oklahoma and Texas. Bok Financial Securities, Inc is a financial advisory business operating out of Tulsa, OK. The firm has offices in 111 locations and a total of 155 people on staff. It controls $739 million in assets under management among its 3,217 accounts, making it one of 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 clients who have more than $1 million in investable assets. The business performs 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. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types charged by Bok Financial Securities, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Charles Clark Work History
Charles has been registered as a financial advisor for 12 years.*
Bok Financial Securities, Inc
Bokf, Na
*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 Charles Clark 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
Tulsa, OK
Houston, TX
Tulsa, OK
Dallas, TX
Dallas, TX
Fort Worth, TX
Oklahoma City, OK
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.
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