Brandon
Duran
Bok Financial Securities, Inc
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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
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
Brandon Duran Work History
Bok Financial Securities, Inc
Bokf, Na
Morgan Stanley
Morgan Stanley
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Edward Jones
Onesource Building Technologies
Kbr, Inc
University Of Houston- Main
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
Oklahoma City, OK
Oklahoma City, OK
Fort Worth, TX
Dallas, TX
Muskogee, OK
Fort Worth, TX
Tulsa, OK
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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