Heath
Demarcy
Bok Financial Securities, Inc
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About this Advisor
Heath Demarcy is a financial advisor based in Muskogee, Oklahoma, working with Bok Financial Securities, Inc. Heath has previously held positions at Bok Financial Securities, Inc and Bokf. Na. Heath has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Heath is part of Bok Financial Securities, Inc, which operates out of Muskogee, 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.
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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
Heath Demarcy Work History
Bok Financial Securities, Inc
Bokf. Na
Disclosures
Please visit the SEC profile of Heath Demarcy 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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