Cassandra
Danford
Bok Financial Securities, Inc
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About this Advisor
Cassandra Danford is a financial advisor based in Dallas, Texas, working with Bok Financial Securities, Inc. Cassandra has previously held positions at Bok Financial, Cavanal Hill Investment Management, Inc, Bok Financial Securities, Inc, Bokf, Na, and Cavanal Hill Distributors, Inc. Cassandra has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Cassandra is part of Bok Financial Securities, Inc, which operates out of Dallas, 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
Cassandra Danford Work History
Bokf, Na
Bok Financial Securities, Inc
Cavanal Hill Distributors, Inc
Cavanal Hill Investment Management, Inc
Bok Financial Securities, Inc
Bokf, Na
Bok Financial
Disclosures
Please visit the SEC profile of Cassandra Danford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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