Ryan
Buchan
Bok Financial Securities, Inc
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About this Advisor
Ryan Buchan is a financial advisor based in Tulsa, Oklahoma with a total of 11 years of relevant experience. Buchan currently works for Bok Financial Securities, Inc. During their career, Buchan has held roles at Bok Financial Securities, Inc and Bokf, Na. Buchan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri, Oklahoma and Texas. Bok Financial Securities, Inc is a business operating out of Tulsa, OK. The firm has offices in 111 locations and a total of 155 financial advisors. It has $739 million in total assets across its 3,217 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 3,217 client accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide assortment 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. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Bok Financial Securities, Inc likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
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
Ryan Buchan Work History
Ryan has been registered as a financial advisor for 11 years.*
Bok Financial Securities, Inc
Bokf, Na
*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 Ryan Buchan 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
Tulsa, OK
Houston, TX
Tulsa, OK
Houston, TX
Dallas, TX
Tulsa, OK
Fort Worth, 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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