Stephen
Brown
Bok Financial Securities, Inc
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About this Advisor
Stephen Brown is a financial advisor working out of Oklahoma City, Oklahoma with 9 years of industry experience. Brown is on the advisory team at Bok Financial Securities, Inc. The advisor has gained experience at Treats Investments, Texas Christian Univeristy, Bok Financial Securities, Inc and Bokf, Na. Brown holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oklahoma. Bok Financial Securities, Inc is a financial advisory business operating out of Tulsa, OK. The firm has offices in 111 locations and a total of 155 advisors. It handles $739 million in assets across its 3,217 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 3,217 customer accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a wide array 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. Fees for financial management usually depend on the type of financial services provided. Fee types charged by Bok Financial Securities, Inc most likely are comprised 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
Stephen Brown Work History
Stephen has been registered as a financial advisor for 9 years.*
Bok Financial Securities, Inc
Bokf, Na
Treats Investments
Texas Christian Univeristy
*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 Stephen Brown 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
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Oklahoma City, OK
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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