Bok Financial Securities, Inc

Investment Advisor
in Oklahoma City, OK

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About this Advisor

David Ridenour is a financial advisor working out of Oklahoma City, Oklahoma with a total of 1 year of relevant experience. Ridenour is on the advisory team at Bok Financial Securities, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Bok Financial Securities, Inc and Bokf, Na. Ridenour holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma. Bok Financial Securities, Inc is a registered investment firm headquartered in Tulsa, OK. The firm has offices in 111 locations and a total of 155 employees. It handles $739 million in assets under management among its 3,217 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 3,217 accounts, just 8% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides 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 fee schedules usually are based on which services the firm provides the client. Fees billed by Bok Financial Securities, Inc can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

499 West Sheridan Avenue 25Th, 26Th And 27Th Floors
Oklahoma City, OK 73102

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management


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


OK Average: 15
Total Number of Accounts


OK Average: 642
Average Account Size


OK 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

David Ridenour Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Bok Financial Securities, Inc

2022 - Present (1 year)

Bokf, Na

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

*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.


Please visit the SEC profile of David Ridenour 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

John Zver
Houston, TX
Britany Harmon
Tulsa, OK
Courtney Williams
Tulsa, OK
Alex Goossen
Tulsa, OK
Thomas Ray
Fort Worth, TX
Ryan Buchan
Tulsa, OK
Erin Darby
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.

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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.

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