Alexander
Nuno

Bok Financial Securities, Inc

CRD#3027955
Investment Advisor
in Houston, TX

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About this Advisor

Alexander Nuno is a financial advisor based in Houston, Texas, working with Bok Financial Securities, Inc. Alexander has previously held positions at Amegy Bank N.A, Amegy Investments, Inc, Comerica Securities, Inc, Comerica Bank, Bok Financial Securities, Inc, and Bokf, Na. Alexander has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Alexander is part of Bok Financial Securities, Inc, which operates out of Houston, Texas. 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

Series 63, Series 66

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

3009 Post Oak Blvd Suite 1300
Houston, TX 77056

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$737,556,409

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

165

TX Average: 15
Total Number of Accounts

3,101

TX Average: 642
Average Account Size

$237,845

TX 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

Alexander Nuno Work History

2022 - Present (2 years)

Bok Financial Securities, Inc

2022 - Present (2 years)

Bokf, Na

2015 - 2022 (7 years)

Comerica Securities, Inc

2015 - 2022 (7 years)

Comerica Bank

2012 - 2015 (3 years)

Amegy Investments, Inc

2011 - 2015 (4 years)

Amegy Bank N.A

Disclosures

Please visit the SEC profile of Alexander Nuno 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

William Bowers
Oklahoma City, OK
Marshea Lewis
Bartlesville, OK
Ashlyn Phelps
Tulsa, OK
Hunter Woody
Fort Worth, TX
Daniel Sprusansky
Fort Worth, TX
Cassandra Danford
Dallas, TX
Jason Labouff
Tulsa, OK
Heath Demarcy
Muskogee, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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