Erin
Darby
Bok Financial Securities, Inc
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About this Advisor
Erin Darby is a financial advisor working in Tulsa, Oklahoma with a total of 1 year of relevant experience. Darby is an advisor for Bok Financial Securities, Inc. Over the course of their career, they have held roles at Compass Bank, Bbva Compass Investment Solutions Inc, Bbva Securities Inc, Esqpuede, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Tacodeli, Merrill Lynch, Pierce, Fenner & Smith Inc, Ctx Capital, Emotive Logistics, Bokf, Na and Bok Financial Securities, Inc. Darby holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Oklahoma. Bok Financial Securities, Inc is an advisory firm operating out of Tulsa, OK. The investment advisory business has offices in 111 locations and a total of 155 people on staff. It has $739 million in total assets among its 3,217 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 3,217 client accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets. The firm has a broad range 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. Financial management fees typically vary depending on which services are provided. Fee types charged by Bok Financial Securities, Inc may include 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
Erin Darby Work History
Erin has been registered as a financial advisor for 1 years.*
Bokf, Na
Bok Financial Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Tacodeli
Emotive Logistics
Ctx Capital
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Esqpuede
Bbva Securities Inc
Compass Bank
Bbva Compass Investment Solutions Inc
*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 Erin Darby 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
Tulsa, OK
Tulsa, OK
Houston, TX
Tulsa, OK
Overland Park, KS
Dallas, TX
Oklahoma City, OK
Tulsa, 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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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.
