Gregory
Wheeler
Bok Financial Securities, Inc
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About this Advisor
Gregory Wheeler is a financial advisor based in Oklahoma City, Oklahoma, working with Bok Financial Securities, Inc. Gregory has previously held positions at Bank Of Oklahoma and Bosc, Inc. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma. Currently, Gregory 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
Gregory Wheeler Work History
Bank Of Oklahoma
Bosc, Inc
Disclosures
Please visit the SEC profile of Gregory Wheeler 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
Oklahoma City, OK
Tulsa, OK
Tulsa, OK
Fort Worth, TX
Tulsa, OK
Dallas, TX
Muskogee, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 6/19/2024. 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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