Kyle
Bowen
Bok Financial Securities, Inc
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About this Advisor
Kyle Bowen is a financial advisor who works in Dallas, Texas with 12 years of industry experience. Bowen is an advisor for Bok Financial Securities, Inc. Throughout their career, they have worked at Bok Financial Securities, Inc, Bokf, Na and Bok Financial Private Wealth, Inc. Bowen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oklahoma and Texas. Bok Financial Securities, Inc is an advisory firm based in Tulsa, OK. The investment advisory business has offices in 111 locations and a total of 155 financial advisors. It controls $739 million in assets among its 3,217 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises five charitable organizations. Of its 3,217 accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number 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. A financial advisor's fee schedules largely vary depending on the type of services provided. However, fees billed by Bok Financial Securities, Inc can 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
Kyle Bowen Work History
Kyle has been registered as a financial advisor for 12 years.*
Bok Financial Private Wealth, Inc
Bok Financial Securities, Inc
Bokf, Na
*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 Kyle Bowen 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
Fort Worth, TX
Oklahoma City, OK
Fort Worth, TX
Houston, TX
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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