Julie
Mahanay

Bok Financial Securities, Inc

CRD#5434412
Investment Advisor
in Edmond, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Julie Mahanay is a financial advisor operating in Edmond, Oklahoma, with 4 years of relevant experience. Mahanay is an advisor for Bok Financial Securities, Inc. During their career, Mahanay has held roles at T S Phillips Investments, Inc, Bok Financial Securities, Inc and Bokf, Na. Mahanay holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma. Bok Financial Securities, Inc is a financial advisory business headquartered in Tulsa, OK. It has offices in 111 locations and a total of 155 advisors. It oversees $739 million in total assets across its 3,217 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 3,217 accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Bok Financial Securities, Inc has a number of services, such as 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. Financial management fees usually vary depending on which services the firm provides the client. However, fee types charged by Bok Financial Securities, Inc most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

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

1400 S. Santa Fe
Edmond, OK 73003

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$739,298,341

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

155

OK Average: 15
Total Number of Accounts

3,217

OK Average: 642
Average Account Size

$229,810

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

Julie Mahanay Work History

Julie has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bok Financial Securities, Inc

2019 - Present (5 years)

Bokf, Na

2010 - 2019 (9 years)

T S Phillips Investments, Inc

*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 Julie Mahanay 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

Alex Goossen
Tulsa, OK
John Zver
Houston, TX
Britany Harmon
Tulsa, OK
Courtney Williams
Tulsa, OK
Matthew Mitchell
Tulsa, OK
Huy Nguyen
Overland Park, KS
Kyle Donnelly
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started