Michael
Manna

Bok Financial Securities, Inc

CRD#6377906
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Manna is a certified financial planner located in Dallas, Texas. Currently a registered financial advisor at Bok Financial Securities, Inc, they have gathered 11 years of practice as a registered advisor. Manna holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Manna is registered to work with investors based out of Arizona, Colorado, Kansas, Oklahoma and Texas. Over the course of their career, Manna has held roles at Bok Financial Securities, Inc, Bok Financial, Enterprise Rent-A-Car, Vos Jewish Community Center, Bokf, Na and Arizona State University. Bok Financial Securities, Inc is based out of Dallas, Texas, and operates out of 135 additional locations in the nation. Overall, Bok Financial Securities, Inc oversees $623 million in assets throughout 1,963 client accounts and employs more than 225 people. The amount of assets the firm manages places it among the larger investment advisory firms in the country. The firm manages 1,293 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 17% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Bok Financial Securities, Inc can offer 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 firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

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, Performance-based Fees

Disclosures

No

Office Location

6701 Preston Rd.
Dallas, TX 75205

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$754,026,663

TX Average: $681,523,814
Total Number of Employees

175

TX Average: 15
Total Number of Accounts

2,665

TX Average: 642
Average Account Size

$282,937

TX Average: $1,061,564

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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

Michael Manna Work History

Michael has 11 years of experience.

2014 - Present (5 years)

Bok Financial Securities, Inc

2014 - Present (5 years)

Bokf, Na

2013 - 2014 (1 year)

Bok Financial

2012 - 2012 (< 1 year)

Enterprise Rent-A-Car

2012 - 2013 (1 year)

Arizona State University

2009 - 2012 (3 years)

Arizona State University

2007 - 2009 (2 years)

Vos Jewish Community Center

Disclosures

Michael Manna has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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