Brandon
Duran

Bok Financial Securities, Inc

CRD#6990191
Investment Advisor
in Houston, TX

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About this Advisor

Brandon Duran is a financial advisor based in Houston, Texas, working with Bok Financial Securities, Inc. Brandon has previously held positions at Trotter Family YMCA, KBR, Inc, University of Houston-Main, OneSource Building Technologies, Edward Jones, E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Bok Financial Securities, Inc, and BOKF, NA. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brandon 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 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

500 Chimney Rock
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

Brandon Duran Work History

2024 - Present (0 year)

Bok Financial Securities, Inc

2024 - Present (0 year)

Bokf, Na

2023 - Present (1 year)

Morgan Stanley

2023 - Present (1 year)

Morgan Stanley

2023 - Present (1 year)

Morgan Stanley

2020 - Present (4 years)

E*Trade Securities LLC

2020 - Present (4 years)

E*Trade Capital Management LLC

2018 - 2020 (2 years)

Edward Jones

2017 - 2018 (1 year)

Onesource Building Technologies

2015 - 2015 (< 1 year)

Kbr, Inc

2015 - 2017 (2 years)

University Of Houston- Main

2012 - 2015 (3 years)

Trotter Family Ymca

Disclosures

Please visit the SEC profile of Brandon Duran 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

Ashlyn Phelps
Tulsa, OK
Heath Demarcy
Muskogee, OK
Stephen Brown
Oklahoma City, OK
Daniel Sprusansky
Fort Worth, TX
Hunter Woody
Fort Worth, TX
Jason Labouff
Tulsa, OK
Brett Proctor
Tulsa, OK
William Bowers
Oklahoma City, 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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