Rebecca
Parrish
Bok Financial Securities, Inc
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About this Advisor
Rebecca Parrish is a financial advisor based in Tulsa, Oklahoma, working with Bok Financial Securities, Inc. Rebecca has previously held positions at Lance Franczyk, Northwestern Mutual Investment Services, LLC, Bok Financial Securities, Inc, and Bokf, Na. Rebecca has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Rebecca is part of Bok Financial Securities, Inc, which operates out of Tulsa, 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
Rebecca Parrish Work History
Bok Financial Securities, Inc
Bokf, Na
Lance Franczyk
Northwestern Mutual Ivestment Services, LLC
Disclosures
Please visit the SEC profile of Rebecca Parrish 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
Fort Worth, TX
Dallas, TX
Bartlesville, OK
Tulsa, OK
Tulsa, OK
Oklahoma City, OK
Fort Worth, TX
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